Boenning & Scattergood’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $840K | Sell |
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|
2022
Q3 | $706K | Buy |
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|
2022
Q2 | $728K | Sell |
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|
2022
Q1 | $840K | Buy |
|
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|
2021
Q4 | $845K | Buy |
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|
2021
Q3 | $784K | Buy |
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|
2021
Q2 | $695K | Buy |
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|
2021
Q1 | $638K | Buy |
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|
2020
Q4 | $570K | Sell |
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|
2020
Q3 | $525K | Sell |
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|
2020
Q2 | $565K | Buy |
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|
2020
Q1 | $497K | Sell |
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|
2019
Q4 | $705K | Sell |
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|
2019
Q3 | $665K | Sell |
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|
2019
Q2 | $668K | Buy |
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|
2019
Q1 | $588K | Buy |
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|
2018
Q4 | $343K | Buy |
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|
2018
Q3 | $377K | Sell |
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|
2018
Q2 | $363K | Buy |
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