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Cedar Capital’s iShares S&P 500 Value ETF IVE Stock Holding History

Cedar Capital’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-8,108
Closed -$844K – 116
2017
Q1 		$844K Sell
8,108
-1,286
-14% -$134K 0.35% 33
2016
Q4 		$952K Buy
+9,394
New +$917K 0.38% 31

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VA
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