Lau Associates’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
2019
Q4
$3.16M Buy
9,760
+1,510
+18% +$488K 1.57% 15
2019
Q3
$2.46M Buy
+8,250
New +$2.46M 1.3% 20