Paradigm Strategies in Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-117
Closed -$50K 129
2021
Q2
$50K Hold
117
0.05% 102
2021
Q1
$47K Buy
+117
New +$47K 0.05% 101