Planning Capital Management Corporation’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
2024 Q3	$220K	Hold	382	–	–	0.15%	80
2024 Q2	$209K	Hold	382	–	–	0.15%	82
2024 Q1	$201K	Sell	382 -40	-9%	-$21K	0.15%	83
2023 Q4	$202K	Buy	+422	New	+$202K	0.16%	83