Carmichael Hill & Associates’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
Q3 | $373K | Buy |
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|
2024
Q2 | $312K | Hold |
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|
2024
Q1 | $321K | Sell |
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|
2023
Q4 | $313K | Buy |
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|
2023
Q3 | $195K | Sell |
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|
2023
Q2 | $209K | Hold |
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|
2023
Q1 | $197K | Hold |
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|
2022
Q4 | $188K | Hold |
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|
2022
Q3 | $167K | Buy |
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|
2022
Q2 | $144K | Buy |
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|
2022
Q1 | $151K | Hold |
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|
2021
Q4 | $152K | Hold |
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|
2021
Q3 | $141K | Buy |
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|
2021
Q2 | $136K | Buy |
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|
2021
Q1 | $119K | Hold |
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|
2020
Q4 | $107K | Hold |
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|
2020
Q3 | $94K | Hold |
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|
2020
Q2 | $91K | Hold |
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|
2020
Q1 | $81K | Hold |
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|
2019
Q4 | $109K | Buy |
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