Stelac Advisory Services’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
2023
Q4
Sell
-4,666
Closed -$2M 99
2023
Q3
$2M Hold
4,666
1.09% 25
2023
Q2
$2.08M Buy
+4,666
New +$2.08M 0.93% 27
2021
Q1
Sell
-289
Closed -$108K 253
2020
Q4
$108K Buy
+289
New +$108K 0.03% 246