American Financial Network Advisory Services’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
Q3 | – | Sell |
-3,121
| Closed | -$361K | – | 110 |
|
|
2019
Q2 | $361K | Sell |
3,121
-232
| -7% | -$26.8K | 0.28% | 97 |
|
|
2019
Q1 | $374K | Sell |
3,353
-325
| -9% | -$36.3K | 0.28% | 96 |
|
|
2018
Q4 | $372K | Sell |
3,678
-382
| -9% | -$38.6K | 0.26% | 108 |
|
|
2018
Q3 | $473K | Buy |
4,060
+4,040
| +20,200% | +$471K | 0.25% | 107 |
|
|
2018
Q2 | $547 | Sell |
20
-1
| -5% | -$27 | 0.3% | 99 |
|
|
2018
Q1 | $598 | Sell |
21
-6,135
| -100% | -$175K | 0.31% | 88 |
|
|
2017
Q4 | $703K | Sell |
6,156
-3,290
| -35% | -$376K | 0.3% | 111 |
|
|
2017
Q3 | $1.02M | Buy |
+9,446
| New | +$1.02M | 0.44% | 71 |
|