Personal Financial Consultants’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
-764
Closed -$224K 34
2018
Q3
$224K Buy
+764
New +$224K 0.16% 39