Endurance Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.56M | Buy |
|
|||||
|
2023
Q1 | $1.47M | Buy |
|
|||||
|
2022
Q4 | $1.4M | Buy |
|
|||||
|
2022
Q3 | $1.23M | Sell |
|
|||||
|
2022
Q2 | $1.33M | Buy |
|
|||||
|
2022
Q1 | $1.5M | Sell |
|
|||||
|
2021
Q4 | $1.54M | Buy |
|
|||||
|
2021
Q3 | $1.4M | Buy |
|
|||||
|
2021
Q2 | $1.4M | Sell |
|
|||||
|
2021
Q1 | $1.37M | Sell |
|
|||||
|
2020
Q4 | $1.31M | Sell |
|
|||||
|
2020
Q3 | $1.3M | Sell |
|
|||||
|
2020
Q2 | $1.29M | Buy |
|
|||||
|
2020
Q1 | $1.07M | Sell |
|
|||||
|
2019
Q4 | $1.48M | Buy |
|
|||||
|
2019
Q3 | $1.1M | Buy |
|
|||||
|
2019
Q2 | $837K | Buy |
|
|||||
|
2019
Q1 | $423K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $9K | Hold |
|
|||||
|
2015
Q3 | $9K | Hold |
|
|||||
|
2015
Q2 | $9K | Buy |
|