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Shore Point Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Shore Point Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-401
Closed -$211K – 61
2024
Q1 		$211K Buy
+401
New +$211K 0.12% 56
2022
Q1 		– Sell
-280
Closed -$134K – 110
2021
Q4 		$134K Buy
+280
New +$134K 0.11% 42