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

Great Oak Capital Partners’s Portfolio IVV Stock Details IVV Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
2023
Q4 		$317K Buy