BSWA
Bromfield Sneider Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $602K | Hold |
3,222
| – | – | 0.37% | 27 |
|
|
2023
Q4 | $560K | Hold |
3,222
| – | – | 0.38% | 26 |
|
|
2023
Q3 | $496K | Hold |
3,222
| – | – | 0.37% | 25 |
|
|
2023
Q2 | $519K | Hold |
3,222
| – | – | 0.41% | 23 |
|
|
2023
Q1 | $489K | Hold |
3,222
| – | – | 0.41% | 22 |
|
|
2022
Q4 | $467K | Hold |
3,222
| – | – | 0.43% | 20 |
|
|
2022
Q3 | $414K | Hold |
3,222
| – | – | 0.49% | 18 |
|
|
2022
Q2 | $443K | Hold |
3,222
| – | – | 0.54% | 17 |
|
|
2022
Q1 | $502K | Hold |
3,222
| – | – | 0.53% | 13 |
|
|
2021
Q4 | $505K | Buy |
+3,222
| New | +$505K | 0.52% | 14 |
|