Wealthgate Family Office’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
Q1
Sell
-480
Closed -$229K 29
2021
Q4
$229K Hold
480
0.36% 29
2021
Q3
$207K Buy
+480
New +$207K 0.32% 29