First National Bank of South Miami’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 | $313K | Sell |
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2023
Q1 | $308K | Sell |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $374K | Sell |
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|
2021
Q4 | $384K | Buy |
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|
2021
Q3 | $318K | Buy |
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|
2021
Q2 | $313K | Buy |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $242K | Sell |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $329K | Sell |
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|
2019
Q4 | $561K | Sell |
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|
2019
Q3 | $508K | Hold |
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|
2019
Q2 | $522K | Sell |
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|
2019
Q1 | $517K | Sell |
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|
2018
Q4 | $514K | Buy |
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