Treybourne Wealth Planners’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
2021
Q1
Sell
-1,733
Closed -$222K 46
2020
Q4
$222K Buy
+1,733
New +$222K 0.16% 38