Martel Wealth 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
2019 Q1	–	Sell	-24,224	Closed	-$2.45M	–	39
2018 Q4	$2.45M	Buy	24,224 +539	+2%	+$54.5K	1.01%	16
2018 Q3	$2.74M	Buy	+23,685	New	+$2.74M	1.05%	15