Clear Perspectives Financial Planning’s iShares S&P 500 Value ETF IVE Stock Holding History

Clear Perspectives Financial Planning’s Portfolio IVE Stock Details IVE Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$51K	Sell
2022 Q4	$56.6K	Buy
2022 Q3	$43K	Hold
2022 Q2	$46K	Hold
2022 Q1	$52K	Hold
2021 Q4	$53K	Hold
2021 Q3	$49K	Hold
2021 Q2	$50K	Hold
2021 Q1	$47K	Hold
2020 Q4	$43K	Buy