CIA
Cascade Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-500
| Closed | -$73.8K | – | 263 |
|
|
2021
Q2 | $73.8K | Sell |
500
-100
| -17% | -$14.8K | 0.05% | 141 |
|
|
2021
Q1 | $84.7K | Hold |
600
| – | – | 0.06% | 134 |
|
|
2020
Q4 | $76.8K | Hold |
600
| – | – | 0.06% | 138 |
|
|
2020
Q3 | $67.5K | Hold |
600
| – | – | 0.06% | 139 |
|
|
2020
Q2 | $64.9K | Hold |
600
| – | – | 0.06% | 132 |
|
|
2020
Q1 | $57.8K | Hold |
600
| – | – | 0.06% | 130 |
|
|
2019
Q4 | $78.1K | Hold |
600
| – | – | 0.06% | 133 |
|
|
2019
Q3 | $71.5K | Hold |
600
| – | – | 0.06% | 131 |
|
|
2019
Q2 | $69.9K | Hold |
600
| – | – | 0.06% | 126 |
|
|
2019
Q1 | $67.6K | Hold |
600
| – | – | 0.06% | 125 |
|
|
2018
Q4 | $60.7K | Buy |
+600
| New | +$60.7K | 0.06% | 124 |
|