Lafayette Investments’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
2021
Q1
Sell
-656
Closed -$246K 91
2020
Q4
$246K Hold
656
0.08% 81
2020
Q3
$220K Hold
656
0.08% 82
2020
Q2
$203K Buy
+656
New +$203K 0.08% 78