BBHBI
B, B, H, & B Inc’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
Q1 | $388K | Sell |
2,493
-162
| -6% | -$25.2K | 0.37% | 26 |
|
|
2021
Q4 | $416K | Buy |
+2,655
| New | +$416K | 0.35% | 26 |
|
|
2021
Q3 | – | Sell |
-29,323
| Closed | -$4.33M | – | 36 |
|
|
2021
Q2 | $4.33M | Buy |
29,323
+15,055
| +106% | +$2.22M | 4.21% | 9 |
|
|
2021
Q1 | $67K | Buy |
14,268
+13,782
| +2,836% | +$64.7K | 0.07% | 28 |
|
|
2020
Q4 | $62K | Buy |
+486
| New | +$62K | 0.05% | 55 |
|