Patriot 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
2018 Q4	$220K	Sell	873 -860	-50%	-$217K	0.03%	77
2018 Q3	$507K	Buy	+1,733	New	+$507K	0.06%	72
2017 Q3	–	Sell	-1,317	Closed	-$321K	–	80
2017 Q2	$321K	Hold	1,317	–	–	0.05%	75
2017 Q1	$312K	Buy	+1,317	New	+$312K	0.05%	67