Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $249K | Sell |
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|
2016
Q4 | $336K | Sell |
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|
2016
Q3 | $649K | Buy |
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|
2016
Q2 | $439K | Buy |
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|
2016
Q1 | $276K | Buy |
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|
2015
Q4 | $238K | Sell |
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|
2015
Q3 | $254K | Sell |
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|
2015
Q2 | $331K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $711K | Buy |
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|
2014
Q3 | $611K | Sell |
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|
2014
Q2 | $600K | Sell |
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|
2014
Q1 | $609K | Buy |
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|
2013
Q4 | $598K | Buy |
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|
2013
Q3 | $455K | Buy |
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|
2013
Q2 | $413K | Buy |
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