NFC 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
2018
Q4
Sell
-1,750
Closed -$512K 39
2018
Q3
$512K Sell
1,750
-175
-9% -$51.2K 0.16% 36
2018
Q2
$526K Hold
1,925
0.19% 34
2018
Q1
$511K Buy
+1,925
New +$511K 0.18% 37