Graham Capital Wealth 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
2023
Q2
Sell
-720
Closed -$1.09M 90
2023
Q1
$1.09M Buy
+720
New +$1.09M 0.16% 65