OptiFour Integrated Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

OptiFour Integrated Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$687K	Hold
2019 Q3	$634K	Hold
2019 Q2	$626K	Hold
2019 Q1	$604K	Sell
2018 Q4	$549K	Buy
2018 Q3	$587K	Hold
2018 Q2	$548K	Hold
2018 Q1	$532K	Sell
2017 Q4	$542K	Buy