Paragon Financial Partners’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
2024
Q4
Sell
-370
Closed -$213K 77
2024
Q3
$213K Hold
370
0.16% 80
2024
Q2
$202K Buy
+370
New +$202K 0.16% 84