Affinity Wealth 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 | – | Sell |
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|
2019
Q2 | $220K | Sell |
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|
2019
Q1 | $233K | Sell |
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|
2018
Q4 | $267K | Buy |
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|
2017
Q3 | $483K | Sell |
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|
2017
Q2 | $479K | Sell |
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|
2017
Q1 | $505K | Sell |
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|
2016
Q4 | $681K | Sell |
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|
2016
Q3 | $1.19M | Sell |
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|
2016
Q2 | $1.9M | Sell |
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|
2016
Q1 | $4.47M | Sell |
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|
2015
Q4 | $4.57M | Sell |
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|
2015
Q3 | $5.17M | Sell |
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|
2015
Q2 | $14.9M | Buy |
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|
2015
Q1 | $14.9M | Buy |
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|
2014
Q4 | $15M | Buy |
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|
2014
Q2 | $11.5M | Buy |
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|
2013
Q3 | $9.23M | Sell |
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|
2013
Q2 | $9.01M | Buy |
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