CWG
Cornerstone Wealth Group’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-48,413
| Closed | -$6.3M | – | 133 |
|
|
2019
Q4 | $6.3M | Buy |
48,413
+2,976
| +7% | +$387K | 1.7% | 11 |
|
|
2019
Q3 | $5.41M | Buy |
45,437
+4,969
| +12% | +$592K | 1.36% | 17 |
|
|
2019
Q2 | $4.72M | Buy |
40,468
+7,071
| +21% | +$824K | 1.27% | 15 |
|
|
2019
Q1 | $3.77M | Buy |
+33,397
| New | +$3.77M | 0.95% | 25 |
|