Alerus Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $227K | Hold |
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|
2015
Q4 | $223K | Buy |
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|
2015
Q3 | $81K | Sell |
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|
2015
Q2 | $205K | Hold |
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|
2015
Q1 | $205K | Hold |
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|
2014
Q4 | $208K | Hold |
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|
2014
Q3 | $203K | Sell |
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|
2014
Q2 | $850K | Buy |
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|
2014
Q1 | $817K | Buy |
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|
2013
Q4 | $413K | Buy |
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|
2013
Q3 | $185K | Sell |
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|
2013
Q2 | $1.01M | Buy |
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