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Windsor Creek Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Windsor Creek Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,161
Closed -$751K – 101
2021
Q3 		$751K Hold
5,161
– – 0.22% 72
2021
Q2 		$762K Hold
5,161
– – 0.2% 90
2021
Q1 		$729K Hold
5,161
– – 0.19% 90
2020
Q4 		$661K Buy
+5,161
New +$661K 0.17% 99