SignalPoint Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$347K	Hold	589	–	–	0.08%	178
2024 Q3	$338K	Hold	589	–	–	0.08%	195
2024 Q2	$322K	Buy	589 +54	+10%	+$28.4K	0.09%	190
2024 Q1	$281K	Hold	535	–	–	0.08%	194
2023 Q4	$255K	Hold	535	–	–	0.08%	189
2023 Q3	$230K	Hold	535	–	–	0.07%	194
2023 Q2	$238K	Buy	535 +6	+1%	+$2.53K	0.07%	189
2023 Q1	$217K	Hold	529	–	–	0.07%	199
2022 Q4	$203K	Buy	+529	New	+$204K	0.07%	207
2022 Q2	–	Sell	-481	Closed	-$218K	–	222
2022 Q1	$218K	Sell	481 -26	-5%	-$11.6K	0.07%	209
2021 Q4	$241K	Sell	507 -11	-2%	-$5.07K	0.07%	208
2021 Q3	$223K	Hold	518	–	–	0.07%	209
2021 Q2	$223K	Buy	+518	New	+$217K	0.07%	207