Red Cedar Capital’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
$309K Hold
804
0.2% 52
2022
Q3
$288K Buy
804
+10
+1% +$3.58K 0.2% 51
2022
Q2
$301K Hold
794
0.2% 53
2022
Q1
$360K Buy
794
+10
+1% +$4.53K 0.22% 51
2021
Q4
$374K Buy
+784
New +$374K 0.21% 52