Blue Chip 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.06M | Sell |
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2020
Q2 | $1.03M | Sell |
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2020
Q1 | $930K | Buy |
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|
2019
Q4 | $1.23M | Buy |
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|
2019
Q3 | $1.11M | Hold |
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|
2019
Q2 | $1.09M | Sell |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $932K | Sell |
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|
2018
Q3 | $1.15M | Buy |
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|
2018
Q2 | $1.08M | Hold |
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|
2018
Q1 | $1.08M | Buy |
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