All Season Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.29M | Buy |
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|
2024
Q2 | $3M | Sell |
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|
2024
Q1 | $5.77M | Sell |
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|
2023
Q4 | $7.27M | Sell |
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|
2023
Q3 | $8.72M | Buy |
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|
2023
Q2 | $7.15M | Buy |
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|
2023
Q1 | $6.68M | Buy |
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|
2022
Q4 | $6.31M | Buy |
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|
2022
Q3 | $5.59M | Buy |
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|
2022
Q2 | $4.49M | Sell |
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|
2022
Q1 | $8.47M | Buy |
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|
2021
Q4 | $7.78M | Buy |
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|
2021
Q3 | $6.95M | Buy |
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|
2021
Q2 | $3.33M | Buy |
|