Great Oak Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-664	Closed	-$317K	–	31
2023 Q4	$317K	Buy	+664	New	+$317K	0.17%	27