Herold Advisors’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
2022
Q2
Sell
-100
Closed -$15.6K 414
2022
Q1
$15.6K Buy
+100
New +$15.6K 0.01% 544
2021
Q4
Sell
-100
Closed -$14K 404
2021
Q3
$14K Buy
+100
New +$14K 0.01% 556