Artemis Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8
| Closed | -$1.27K | – | 51 |
|
|
2023
Q3 | $1.27K | Hold |
8
| – | – | ﹤0.01% | 68 |
|
|
2023
Q2 | $1.33K | Hold |
8
| – | – | ﹤0.01% | 68 |
|
|
2023
Q1 | $1.25K | Hold |
8
| – | – | ﹤0.01% | 59 |
|
|
2022
Q4 | $1.19K | Hold |
8
| – | – | ﹤0.01% | 68 |
|
|
2022
Q3 | $1.04K | Hold |
8
| – | – | ﹤0.01% | 94 |
|
|
2022
Q2 | $1.11K | Hold |
8
| – | – | ﹤0.01% | 117 |
|
|
2022
Q1 | $1.25K | Buy |
+8
| New | +$1.25K | ﹤0.01% | 59 |
|