Leicht Financial Planning & 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
-2,483
Closed -$643K 34
2020
Q1
$643K Sell
2,483
-12,497
-83% -$3.24M 0.62% 25
2019
Q4
$4.84M Buy
+14,980
New +$4.84M 4.41% 5