Lebenthal Global Advisors’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
-69
Closed -$25K 345
2020
Q4
$25K Buy
+69
New +$25K 0.02% 349