All Terrain Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,525
| Closed | -$255K | – | 151 |
|
|
2018
Q4 | $255K | Sell |
2,525
-86
| -3% | -$8.69K | 0.1% | 100 |
|
|
2018
Q3 | $302K | Sell |
2,611
-2,100
| -45% | -$243K | 0.12% | 102 |
|
|
2018
Q2 | $519K | Hold |
4,711
| – | – | 0.23% | 73 |
|
|
2018
Q1 | $515K | Buy |
4,711
+2,671
| +131% | +$292K | 0.23% | 68 |
|
|
2017
Q4 | $233K | Buy |
+2,040
| New | +$233K | 0.11% | 110 |
|