Argent Wealth 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
Q2
$13M Sell
38,328
-122
-0.3% -$41.3K 2.15% 11
2020
Q1
$10.2M Sell
38,450
-5,229
-12% -$1.39M 2.08% 11
2019
Q4
$14.1M Buy
+43,679
New +$14.1M 2.37% 9