Catamount Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $22K | Hold |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $22K | Hold |
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|
2018
Q2 | $22K | Hold |
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|
2018
Q1 | $21K | Hold |
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|
2017
Q4 | $22K | Hold |
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|
2017
Q3 | $21K | Hold |
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|
2017
Q2 | $20K | Hold |
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|
2017
Q1 | $20K | Hold |
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|
2016
Q4 | $20K | Hold |
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|
2016
Q3 | $18K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $3K | Hold |
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|
2015
Q2 | $3K | Hold |
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|
2015
Q1 | $3K | Hold |
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|
2014
Q4 | $3K | Buy |
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