Pacific Wealth Management’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
-4,208
Closed -$1.62M 30
2022
Q4
$1.62M Buy
+4,208
New +$1.62M 1.19% 18