CGF
Constant Guidance Financial’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-522
| Closed | -$307K | – | 37 |
|
|
2024
Q4 | $307K | Buy |
522
+25
| +5% | +$14.7K | 0.26% | 34 |
|
|
2024
Q3 | $237K | Sell |
497
-26
| -5% | -$12.4K | 0.19% | 30 |
|
|
2024
Q2 | $286K | Buy |
523
+26
| +5% | +$14.2K | 0.3% | 25 |
|
|
2024
Q1 | $257K | Hold |
497
| – | – | 0.24% | 43 |
|
|
2023
Q4 | $237K | Buy |
+497
| New | +$237K | 0.24% | 27 |
|