Alta Capital Management’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
2020
Q1
Sell
-1,245
Closed -$402K 91
2019
Q4
$402K Buy
+1,245
New +$402K 0.03% 71
2017
Q1
Sell
-935
Closed -$210K 89
2016
Q4
$210K Buy
+935
New +$210K 0.02% 88