Bison Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-26
| Closed | -$4K | – | 461 |
|
|
2021
Q2 | $4K | Hold |
26
| – | – | ﹤0.01% | 440 |
|
|
2021
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 446 |
|
|
2020
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 396 |
|
|
2020
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 348 |
|
|
2020
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 336 |
|
|
2020
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 316 |
|
|
2019
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 378 |
|