Burt Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-861
| Closed | -$100K | – | 374 |
|
|
2018
Q3 | $100K | Hold |
861
| – | – | 0.05% | 135 |
|
|
2018
Q2 | $95K | Hold |
861
| – | – | 0.05% | 133 |
|
|
2018
Q1 | $94K | Hold |
861
| – | – | 0.05% | 132 |
|
|
2017
Q4 | $98K | Hold |
861
| – | – | 0.06% | 130 |
|
|
2017
Q3 | $93K | Buy |
+861
| New | +$93K | 0.06% | 131 |
|