CA Family Wealth’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
$2.47M Sell
9,573
-160
-2% -$41.4K 2.61% 4
2019
Q4
$3.15M Buy
+9,733
New +$3.15M 2.12% 4