BFA
BBJS Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.07M | Buy |
35,834
+50
| +0.1% | +$9.86K | 2.52% | 12 |
|
|
2024
Q2 | $6.51M | Buy |
35,784
+41
| +0.1% | +$7.46K | 2.43% | 12 |
|
|
2024
Q1 | $6.68M | Sell |
35,743
-6,526
| -15% | -$1.22M | 2.38% | 13 |
|
|
2023
Q4 | $7.35M | Sell |
42,269
-517
| -1% | -$89.9K | 2.55% | 10 |
|
|
2023
Q3 | $6.58M | Sell |
42,786
-9,361
| -18% | -$1.44M | 2.49% | 11 |
|
|
2023
Q2 | $8.41M | Sell |
52,147
-1,533
| -3% | -$247K | 3.37% | 10 |
|
|
2023
Q1 | $8.15M | Buy |
53,680
+8,208
| +18% | +$1.25M | 3.32% | 8 |
|
|
2022
Q4 | $6.6M | Buy |
+45,472
| New | +$6.6M | 2.97% | 11 |
|