Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $51K | Sell |
336
-54
| -14% | -$8.2K | 0.03% | 73 |
|
|
2022
Q4 | $56.6K | Buy |
390
+54
| +16% | +$7.83K | 0.03% | 73 |
|
|
2022
Q3 | $43K | Hold |
336
| – | – | 0.02% | 86 |
|
|
2022
Q2 | $46K | Hold |
336
| – | – | 0.02% | 93 |
|
|
2022
Q1 | $52K | Hold |
336
| – | – | 0.02% | 94 |
|
|
2021
Q4 | $53K | Hold |
336
| – | – | 0.02% | 100 |
|
|
2021
Q3 | $49K | Hold |
336
| – | – | 0.02% | 96 |
|
|
2021
Q2 | $50K | Hold |
336
| – | – | 0.02% | 98 |
|
|
2021
Q1 | $47K | Hold |
336
| – | – | 0.03% | 88 |
|
|
2020
Q4 | $43K | Buy |
+336
| New | +$43K | 0.03% | 89 |
|