BerganKDV 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
Q2 | $97.4K | Sell |
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|
2023
Q1 | $128K | Sell |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | $78K | Hold |
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|
2022
Q2 | $83K | Hold |
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|
2022
Q1 | $94K | Sell |
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|
2021
Q4 | $233K | Buy |
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|
2021
Q3 | $141K | Hold |
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|
2021
Q2 | $143K | Buy |
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|
2021
Q1 | $128K | Hold |
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|
2020
Q4 | $116K | Sell |
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|
2020
Q3 | $103K | Buy |
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|
2020
Q2 | $99K | Buy |
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|
2020
Q1 | $88K | Hold |
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|
2019
Q4 | $118K | Buy |
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|
2019
Q3 | $72K | Hold |
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|
2019
Q2 | $71K | Buy |
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|
2019
Q1 | $68K | Hold |
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|
2018
Q4 | $61K | Buy |
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|
2018
Q3 | $70K | Buy |
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|
2018
Q2 | $66K | Buy |
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