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Welch Investments’s iShares S&P 500 Value ETF IVE Stock Holding History

Welch Investments’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		$268K Hold
2,346
– – 0.17% 37
2017
Q3 		$253K Sell
2,346
-195
-8% -$21K 0.17% 38
2017
Q2 		$267K Hold
2,541
– – 0.2% 36
2017
Q1 		$264K Sell
2,541
-94
-4% -$9.77K 0.21% 37
2016
Q4 		$267K Buy
+2,635
New +$267K 0.23% 37