Prio Wealth Limited Partnership’s iShares S&P 500 Value ETF IVE Stock Holding History

Prio Wealth Limited Partnership’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$547K	Sell
2024 Q2	$540K	Hold
2024 Q1	$554K	Sell
2023 Q4	$604K	Sell
2023 Q3	$623K	Sell
2023 Q2	$1.01M	Sell
2023 Q1	$1.17M	Sell
2022 Q4	$1.55M	Sell
2022 Q3	$1.46M	Sell
2022 Q2	$1.79M	Buy