Catamount Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	$22K	Hold	194	–	–	0.01%	112
2018 Q4	$21K	Hold	194	–	–	0.01%	100
2018 Q3	$22K	Hold	194	–	–	0.01%	118
2018 Q2	$22K	Hold	194	–	–	0.01%	111
2018 Q1	$21K	Hold	194	–	–	0.01%	110
2017 Q4	$22K	Hold	194	–	–	0.01%	111
2017 Q3	$21K	Hold	194	–	–	0.01%	113
2017 Q2	$20K	Hold	194	–	–	0.01%	116
2017 Q1	$20K	Hold	194	–	–	0.01%	115
2016 Q4	$20K	Hold	194	–	–	0.02%	101
2016 Q3	$18K	Buy	+194	New	+$18K	0.02%	101
2015 Q4	–	Sell	-34	Closed	-$3K	–	139
2015 Q3	$3K	Hold	34	–	–	﹤0.01%	116
2015 Q2	$3K	Hold	34	–	–	﹤0.01%	155
2015 Q1	$3K	Hold	34	–	–	﹤0.01%	128
2014 Q4	$3K	Buy	+34	New	+$3K	﹤0.01%	109