Laurel Wealth Planning’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
Q1
Sell
-619
Closed -$89.8K 125
2022
Q4
$89.8K Buy
+619
New +$89.8K 0.06% 85