Treybourne Wealth Planners’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
2021 Q2	$776K	Buy	1,805 +255	+16%	+$110K	0.48%	19
2021 Q1	$617K	Sell	1,550 -134	-8%	-$53.3K	0.43%	20
2020 Q4	$632K	Buy	+1,684	New	+$632K	0.46%	21