BHK Investment Advisors’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
2018 Q2	–	Sell	-1,371	Closed	-$364K	–	83
2018 Q1	$364K	Buy	1,371 +76	+6%	+$20.2K	0.27%	39
2017 Q4	$348K	Buy	+1,295	New	+$348K	0.29%	36