Axiom Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.47K | Buy |
+17
| New | +$2.47K | 0.01% | 76 |
|
|
2020
Q2 | – | Sell |
-241
| Closed | -$23K | – | 133 |
|
|
2020
Q1 | $23K | Hold |
241
| – | – | 0.04% | 105 |
|
|
2019
Q4 | $31K | Hold |
241
| – | – | 0.04% | 123 |
|
|
2019
Q3 | $29K | Hold |
241
| – | – | 0.02% | 193 |
|
|
2019
Q2 | $28K | Sell |
241
-4,312
| -95% | -$501K | 0.01% | 421 |
|
|
2019
Q1 | $513K | Buy |
+4,553
| New | +$513K | 0.1% | 213 |
|