ACK
Andrew C. Karlinski’s iShares S&P 500 Value ETF IVE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-11,046
| Closed | -$1.42M | – | 124 |
|
2022
Q3 | $1.42M | Sell |
11,046
-410
| -4% | -$52.7K | 2.15% | 15 |
|
2022
Q2 | $1.58M | Sell |
11,456
-49
| -0.4% | -$6.74K | 2.31% | 14 |
|
2022
Q1 | $1.79M | Sell |
11,505
-247
| -2% | -$38.5K | 3.25% | 8 |
|
2021
Q4 | $1.84M | Buy |
+11,752
| New | +$1.84M | 3.37% | 8 |
|