Baystate Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $279K | Sell |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $180K | Sell |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $62K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $40K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $196K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $14K | Buy |
|