Compagnie Lombard Odier SCmA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $332K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $0 | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $540K | Hold |
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|
2017
Q2 | $525K | Sell |
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|
2017
Q1 | $1.28M | Sell |
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|
2016
Q4 | $6.99M | Buy |
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|
2016
Q3 | $5.85M | Buy |
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|
2016
Q2 | $5.35M | Buy |
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|
2016
Q1 | $4.93M | Buy |
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|
2015
Q4 | $3.75M | Hold |
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|
2015
Q3 | $3.55M | Hold |
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|
2015
Q2 | $3.9M | Buy |
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|
2015
Q1 | $2.96M | Hold |
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|
2014
Q4 | $3M | Buy |
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|
2014
Q3 | $2.16M | Hold |
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|
2014
Q2 | $2.17M | Hold |
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|
2014
Q1 | $2.09M | Hold |
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|
2013
Q4 | $2.05M | Buy |
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