AWA
Alaska Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,954
| Closed | -$1.19M | – | 73 |
|
|
2019
Q3 | $1.19M | Hold |
9,954
| – | – | 0.14% | 22 |
|
|
2019
Q2 | $1.12M | Hold |
9,954
| – | – | 0.12% | 29 |
|
|
2019
Q1 | $1.12M | Hold |
9,954
| – | – | 0.12% | 29 |
|
|
2018
Q4 | $1.01M | Buy |
+9,954
| New | +$1.01M | 0.31% | 24 |
|