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Core Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Core Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,570
Closed -$440K – 147
2020
Q1 		$440K Hold
4,570
– – 0.34% 22
2019
Q4 		$595K Buy
+4,570
New +$595K 0.34% 27