Briggs Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $718K | Sell |
4,669
-223
| -5% | -$34.3K | 0.41% | 34 |
|
|
2023
Q2 | $789K | Hold |
4,892
| – | – | 0.44% | 33 |
|
|
2023
Q1 | $742K | Hold |
4,892
| – | – | 0.44% | 33 |
|
|
2022
Q4 | $710K | Hold |
4,892
| – | – | 0.45% | 34 |
|
|
2022
Q3 | $629K | Hold |
4,892
| – | – | 0.47% | 30 |
|
|
2022
Q2 | $672K | Hold |
4,892
| – | – | 0.49% | 29 |
|
|
2022
Q1 | $762K | Hold |
4,892
| – | – | 0.51% | 27 |
|
|
2021
Q4 | $766K | Buy |
+4,892
| New | +$766K | 0.52% | 25 |
|