BPWA
Beacon Pointe Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.59M | Buy |
12,239
+986
| +9% | +$128K | 0.29% | 71 |
|
|
2019
Q3 | $1.34M | Buy |
11,253
+468
| +4% | +$55.8K | 0.28% | 77 |
|
|
2019
Q2 | $1.26M | Buy |
10,785
+4,019
| +59% | +$469K | 0.27% | 81 |
|
|
2019
Q1 | $763K | Buy |
6,766
+986
| +17% | +$111K | 0.17% | 112 |
|
|
2018
Q4 | $585K | Buy |
+5,780
| New | +$585K | 0.21% | 117 |
|