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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$220K Sell
2018
Q3
$507K Buy
2017
Q3
Sell
2017
Q2
$321K Hold
2017
Q1
$312K Buy