Gyroscope Capital Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-32,914
| Closed | -$12.6M | – | 177 |
|
|
2022
Q4 | $12.6M | Buy |
+32,914
| New | +$12.6M | 3.83% | 2 |
|
|
2022
Q1 | – | Sell |
-8,244
| Closed | -$3.93M | – | 112 |
|
|
2021
Q4 | $3.93M | Buy |
+8,244
| New | +$3.93M | 1.38% | 26 |
|
|
2021
Q1 | – | Sell |
-4,507
| Closed | -$1.69M | – | 118 |
|
|
2020
Q4 | $1.69M | Buy |
+4,507
| New | +$1.69M | 0.73% | 34 |
|