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

Perennial Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-979
Closed -$145K – 168
2021
Q2 		$145K Hold
979
– – 0.04% 88
2021
Q1 		$138K Buy
+979
New +$138K 0.04% 89