MGO Private Wealth’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
2022
Q4
Sell
-1,209
Closed -$434K 139
2022
Q3
$434K Buy
+1,209
New +$434K 0.21% 74