Clear Perspective Advisors’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
Q3
Sell
-467
Closed -$54K 169
2019
Q2
$54K Buy
+467
New +$54K 0.03% 183
2018
Q3
Sell
-337
Closed -$37K 279
2018
Q2
$37K Buy
+337
New +$37K 0.03% 275