Edge Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-100
| Closed | -$16K | – | 269 |
|
|
2021
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 273 |
|
|
2021
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 291 |
|
|
2021
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 292 |
|
|
2021
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 290 |
|
|
2020
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 270 |
|
|
2020
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 316 |
|
|
2020
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 450 |
|
|
2020
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 397 |
|
|
2019
Q4 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 391 |
|