Oxler 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
-197
Closed -$92.7K 256
2022
Q3
$92.7K Buy
197
+1
+0.5% +$470 0.05% 146
2022
Q2
$74.7K Buy
+196
New +$74.7K 0.04% 135