First Long Island Investors’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
2023
Q1
Sell
-2,398
Closed -$921K 56
2022
Q4
$921K Buy
2,398
+639
+36% +$246K 0.1% 49
2022
Q3
$631K Buy
+1,759
New +$631K 0.07% 47