Bard Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,370
| Closed | -$221K | – | 265 |
|
|
2023
Q2 | $221K | Hold |
1,370
| – | – | 0.02% | 290 |
|
|
2023
Q1 | $208K | Buy |
+1,370
| New | +$208K | 0.02% | 297 |
|
|
2022
Q2 | – | Sell |
-1,370
| Closed | -$213K | – | 299 |
|
|
2022
Q1 | $213K | Hold |
1,370
| – | – | 0.02% | 275 |
|
|
2021
Q4 | $215K | Buy |
+1,370
| New | +$215K | 0.02% | 265 |
|
|
2021
Q3 | – | Sell |
-1,455
| Closed | -$215K | – | 281 |
|
|
2021
Q2 | $215K | Hold |
1,455
| – | – | 0.02% | 255 |
|
|
2021
Q1 | $206K | Buy |
+1,455
| New | +$206K | 0.02% | 245 |
|