Danda Trouve Investment Management’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
2021
Q1
Sell
-100
Closed -$13K 151
2020
Q4
$13K Buy
+100
New +$13K 0.02% 96
2020
Q2
Sell
-200
Closed -$19K 154
2020
Q1
$19K Buy
200
+50
+33% +$4.75K 0.04% 77
2019
Q4
$20K Buy
+150
New +$20K 0.03% 88