Covenant Multifamily Offices’s iShares S&P 500 Value ETF IVE Stock Holding History

Covenant Multifamily Offices’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
2021 Q3	$498K	Buy
2021 Q2	$484K	Buy
2021 Q1	$446K	Buy
2020 Q4	–	Sell
2020 Q3	$300K	Hold
2020 Q2	$288K	Hold
2020 Q1	$256K	Sell
2019 Q4	$409K	Buy
2019 Q3	$366K	Buy
2019 Q2	–	Sell
2019 Q1	$77K	Buy