Column Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $261K | Buy |
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|
2021
Q3 | $195K | Buy |
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|
2021
Q2 | $60K | Buy |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $37K | Sell |
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|
2020
Q3 | $137K | Buy |
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|
2020
Q2 | $87K | Buy |
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|
2020
Q1 | $39K | Sell |
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|
2019
Q4 | $107K | Buy |
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