CCC
Crescent Capital Consulting’s iShares S&P 500 Value ETF IVE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $9.54M | Buy |
60,923
+2,628
| +5% | +$412K | 1.57% | 16 |
|
2021
Q3 | $8.48M | Buy |
58,295
+2,907
| +5% | +$423K | 1.55% | 15 |
|
2021
Q2 | $8.18M | Buy |
55,388
+479
| +0.9% | +$70.7K | 1.53% | 18 |
|
2021
Q1 | $7.75M | Buy |
54,909
+9,911
| +22% | +$1.4M | 1.7% | 13 |
|
2020
Q4 | $5.76M | Buy |
+44,998
| New | +$5.76M | 1.48% | 15 |
|