De Burlo Group’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
2022
Q3
Sell
-959
Closed -$364K 208
2022
Q2
$364K Buy
+959
New +$364K 0.1% 50