Wealthstreet Investment Advisors’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	–	Sell	-827	Closed	-$329K	–	207
2021 Q1	$329K	Hold	827	–	–	0.03%	303
2020 Q4	$310K	Buy	+827	New	+$310K	0.03%	297