WESPAC Advisors SoCal’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
2019
Q2
Sell
-222
Closed -$63K 191
2019
Q1
$63K Buy
+222
New +$63K 0.03% 111
2018
Q4
Hold
0
-$95K 61
2018
Q3
Hold
0
107