DLCIG
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D.L. Carlson Investment Group’s iShares S&P 500 Value ETF IVE Stock Holding History

D.L. Carlson Investment Group’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,351
Closed -$212K – 150
2021
Q4 		$212K Buy
+1,351
New +$212K 0.03% 134