HP
Hyperion Partners’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 | $213K | Buy |
+369
| New | +$213K | 0.14% | 69 |
|
|
2024
Q2 | – | Sell |
-2,380
| Closed | -$1.25M | – | 74 |
|
|
2024
Q1 | $1.25M | Buy |
2,380
+188
| +9% | +$98.8K | 0.92% | 18 |
|
|
2023
Q4 | $1.05M | Buy |
2,192
+486
| +28% | +$232K | 0.83% | 18 |
|
|
2023
Q3 | $733K | Buy |
1,706
+763
| +81% | +$328K | 0.63% | 18 |
|
|
2023
Q2 | $420K | Hold |
943
| – | – | 0.35% | 36 |
|
|
2023
Q1 | $387K | Buy |
943
+1
| +0.1% | +$411 | 0.35% | 36 |
|
|
2022
Q4 | $362K | Buy |
+942
| New | +$362K | 0.35% | 37 |
|