Alhambra 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.12M | Sell |
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|
2023
Q3 | $1.94M | Sell |
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|
2023
Q2 | $2.04M | Sell |
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|
2023
Q1 | $1.92M | Sell |
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|
2022
Q4 | $1.89M | Sell |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | $1.81M | Buy |
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|
2022
Q1 | $1.98M | Buy |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $1.44M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $841K | Sell |
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|
2020
Q3 | $756K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.44M | Buy |
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