CPWM LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $292K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $235K | Sell |
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|
2016
Q2 | $267K | Hold |
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|
2016
Q1 | $259K | Sell |
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|
2015
Q4 | $321K | Hold |
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|
2015
Q3 | $305K | Hold |
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|
2015
Q2 | $334K | Buy |
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|
2015
Q1 | $334K | Buy |
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|
2014
Q4 | $306K | Buy |
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|
2014
Q3 | $200K | Buy |
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