Essex Private 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	–	Sell	-845	Closed	-$218K	–	59
2020 Q1	$218K	Hold	845	–	–	0.28%	52
2019 Q4	$273K	Buy	+845	New	+$273K	0.28%	52