TrinityPoint Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

TrinityPoint Wealth’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 Q4	$378K	Buy
2024 Q3	$370K	Hold
2024 Q2	$342K	Hold
2024 Q1	$351K	Hold
2023 Q4	$327K	Buy
2023 Q3	$206K	Hold
2023 Q2	$216K	Hold
2023 Q1	$203K	Buy