Cobiz Wealth’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
Q2 | $1.14M | Sell |
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|
2019
Q1 | $1.17M | Sell |
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|
2018
Q4 | $1.12M | Sell |
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|
2018
Q3 | $1.57M | Buy |
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|
2018
Q2 | $1.49M | Buy |
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|
2018
Q1 | $1.48M | Sell |
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|
2017
Q4 | $1.7M | Sell |
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|
2017
Q3 | $1.61M | Sell |
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|
2017
Q2 | $1.59M | Sell |
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|
2017
Q1 | $1.64M | Sell |
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|
2016
Q4 | $1.7M | Buy |
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|
2016
Q3 | $1.59M | Sell |
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|
2016
Q2 | $1.83M | Buy |
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|
2016
Q1 | $1.65M | Sell |
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|
2015
Q4 | $1.64M | Sell |
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|
2015
Q3 | $1.62M | Sell |
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|
2015
Q2 | $2.04M | Buy |
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|
2015
Q1 | $1.97M | Buy |
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|
2014
Q4 | $1.73M | Buy |
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|
2014
Q3 | $1.59M | Buy |
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|
2014
Q2 | $1.29M | Sell |
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|
2014
Q1 | $1.28M | Buy |
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|
2013
Q4 | $1.18M | Buy |
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|
2013
Q3 | $903K | Buy |
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|
2013
Q2 | $354K | Buy |
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