Ameliora Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$91K | – | 178 |
|
|
2024
Q2 | $91K | Hold |
500
| – | – | 0.04% | 108 |
|
|
2024
Q1 | $93.4K | Hold |
500
| – | – | 0.04% | 113 |
|
|
2023
Q4 | $87K | Hold |
500
| – | – | 0.04% | 99 |
|
|
2023
Q3 | $76.9K | Hold |
500
| – | – | 0.05% | 109 |
|
|
2023
Q2 | $80.6K | Hold |
500
| – | – | 0.05% | 108 |
|
|
2023
Q1 | $75.9K | Hold |
500
| – | – | 0.04% | 116 |
|
|
2022
Q4 | $72.5K | Hold |
500
| – | – | 0.04% | 124 |
|
|
2022
Q3 | $64K | Buy |
+500
| New | +$64K | 0.03% | 128 |
|