Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-854
| Closed | -$77K | – | 266 |
|
|
2014
Q3 | $77K | Hold |
854
| – | – | 0.07% | 94 |
|
|
2014
Q2 | $77K | Hold |
854
| – | – | 0.08% | 88 |
|
|
2014
Q1 | $74K | Hold |
854
| – | – | 0.06% | 96 |
|
|
2013
Q4 | $73K | Hold |
854
| – | – | 0.05% | 127 |
|
|
2013
Q3 | $67K | Buy |
+854
| New | +$67K | 0.06% | 152 |
|