Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $376K | Hold |
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|
2024
Q3 | $388K | Hold |
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|
2024
Q2 | $358K | Hold |
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|
2024
Q1 | $368K | Hold |
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|
2023
Q4 | $342K | Hold |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $350K | Hold |
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|
2023
Q1 | $329K | Hold |
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|
2022
Q4 | $315K | Hold |
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|
2022
Q3 | $279K | Hold |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $373K | Hold |
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|
2021
Q3 | $346K | Hold |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $352K | Hold |
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|
2020
Q4 | $319K | Hold |
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|
2020
Q3 | $280K | Sell |
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|
2020
Q2 | $310K | Hold |
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|
2020
Q1 | $276K | Hold |
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|
2019
Q4 | $373K | Buy |
|