Atlanta Financial Associates’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
2021 Q1	$36.5M	Sell	97,263 -23	-0%	-$8.63K	17.08%	2
2020 Q4	$36.5M	Sell	97,286 -980	-1%	-$368K	17.06%	2
2020 Q3	$33M	Buy	98,266 +2,648	+3%	+$890K	16.96%	2
2020 Q2	$29.6M	Buy	95,618 +6,126	+7%	+$1.9M	16.47%	2
2020 Q1	$23.1M	Buy	+89,492	New	+$23.1M	18.28%	2