BDO Wealth Advisors’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
Q2 | $13.7M | Sell |
|
|||||
|
2023
Q1 | $13.3M | Sell |
|
|||||
|
2022
Q4 | $13.1M | Buy |
|
|||||
|
2022
Q3 | $9.8M | Buy |
|
|||||
|
2022
Q2 | $10.1M | Buy |
|
|||||
|
2022
Q1 | $10.2M | Buy |
|
|||||
|
2021
Q4 | $8.94M | Buy |
|
|||||
|
2021
Q3 | $7.97M | Buy |
|
|||||
|
2021
Q2 | $7.87M | Buy |
|
|||||
|
2021
Q1 | $7.51M | Buy |
|
|||||
|
2020
Q4 | $6.54M | Buy |
|
|||||
|
2020
Q3 | $5.24M | Buy |
|
|||||
|
2020
Q2 | $4.61M | Buy |
|
|||||
|
2020
Q1 | $2.64M | Buy |
|
|||||
|
2019
Q4 | $3.23M | Sell |
|
|||||
|
2019
Q3 | $3.16M | Buy |
|
|||||
|
2019
Q2 | $2.97M | Buy |
|
|||||
|
2019
Q1 | $2.72M | Sell |
|
|||||
|
2018
Q4 | $2.81M | Buy |
|
|||||
|
2018
Q3 | $848K | Sell |
|
|||||
|
2018
Q2 | $810K | Buy |
|
|||||
|
2018
Q1 | $740K | Buy |
|
|||||
|
2017
Q4 | $639K | Buy |
|
|||||
|
2017
Q3 | $259K | Sell |
|
|||||
|
2017
Q2 | $288K | Buy |
|