GCIM
Gunn & Company Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.37M | Sell |
4,104
-81,706
| -95% | -$47.1M | 1.63% | 23 |
|
|
2024
Q2 | $47M | Buy |
85,810
+81,363
| +1,830% | +$44.5M | 2.78% | 10 |
|
|
2024
Q1 | $2.34M | Sell |
4,447
-85,340
| -95% | -$44.9M | 1.76% | 25 |
|
|
2023
Q4 | $42.9M | Buy |
89,787
+85,223
| +1,867% | +$40.7M | 2.83% | 14 |
|
|
2023
Q3 | $1.96M | Buy |
+4,564
| New | +$1.96M | 1.72% | 29 |
|