Advantage Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $176K | Hold |
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|
2019
Q2 | $173K | Hold |
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|
2019
Q1 | $167K | Sell |
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|
2018
Q4 | $194K | Sell |
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|
2018
Q3 | $246K | Sell |
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|
2018
Q2 | $258K | Sell |
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|
2018
Q1 | $895K | Sell |
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|
2017
Q4 | $3.51M | Buy |
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|
2017
Q3 | $126K | Sell |
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|
2017
Q2 | $125K | Sell |
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|
2017
Q1 | $133K | Sell |
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|
2016
Q4 | $1.15M | Buy |
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|
2016
Q3 | $129K | Sell |
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|
2016
Q2 | $155K | Sell |
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|
2016
Q1 | $1.74M | Buy |
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|
2015
Q4 | $145K | Hold |
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|
2015
Q3 | $138K | Sell |
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|
2015
Q2 | $257K | Buy |
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|
2015
Q1 | $257K | Sell |
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|
2014
Q4 | $500K | Buy |
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