Monterey Private Wealth’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 Q1	–	Sell	-679	Closed	-$220K	–	74
2019 Q4	$220K	Buy	+679	New	+$220K	0.18%	74