Additional InformationDescription: Purchase of this stock was above the $1000 reporting threshold. THe sale fell below the $1000 threshold and is therefore not reported.. Comments: In Sept. 2023, my wife started with a new investment firm for her assets, and this new investment firm was unaware of our policy against owning individual stocks. On Sept. 26, the new investment firm purchased stock mimicking the S & P 500. I learned of the purchase of stock on OCt. 21, and immediately on the next business day (Oct. 23) requested the stocks be divested. The new investment firm sold the stock and instead invested in Exchange Traded Funds.