Camarda Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
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2024
Q4 | $12M | Buy |
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2024
Q2 | – | Sell |
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2024
Q1 | $11.7M | Sell |
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2023
Q4 | $11.3M | Buy |
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2023
Q3 | $8.16M | Buy |
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2023
Q2 | $8.5M | Buy |
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2022
Q2 | – | Sell |
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2022
Q1 | $7.01M | Buy |
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2019
Q3 | – | Sell |
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2019
Q2 | $23K | Hold |
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2019
Q1 | $23K | Sell |
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2018
Q4 | $232K | Hold |
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2018
Q3 | $266K | Sell |
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2018
Q2 | $268K | Sell |
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2018
Q1 | $279K | Sell |
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2017
Q4 | $336K | Sell |
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2017
Q3 | $515K | Sell |
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2017
Q2 | $518K | Sell |
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2017
Q1 | $985K | Sell |
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2016
Q4 | $2.03M | Sell |
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2016
Q3 | $2.19M | Sell |
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2016
Q2 | $4.04M | Sell |
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2016
Q1 | $4.22M | Sell |
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2015
Q4 | $4.35M | Sell |
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2015
Q3 | $4.76M | Buy |
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2015
Q2 | $5.21M | Buy |
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2015
Q1 | $4.6M | Sell |
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2014
Q4 | $5.52M | Buy |
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2014
Q3 | $4.77M | Buy |
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2014
Q2 | $4.49M | Buy |
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2014
Q1 | $4.17M | Buy |
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2013
Q4 | $3.88M | Buy |
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2013
Q3 | $3.22M | Buy |
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2013
Q2 | $2.75M | Buy |
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