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

WESPAC Advisors SoCal’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-25
Closed -$2K – 190
2019
Q1 		$2K Buy
+25
New +$2K ﹤0.01% 312
2018
Q4 		– Hold
0
– – – 309