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

Genesis 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
2015
Q2 		$16.6K Sell
180
-876
-83% -$80.8K 0.01% 301
2015
Q1 		$97.4K Hold
1,056
– – 0.08% 127
2014
Q4 		$100K Buy
+1,056
New +$100K 0.08% 134