Fortitude Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,587
| Closed | -$241K | – | 217 |
|
|
2023
Q1 | $241K | Buy |
1,587
+23
| +1% | +$3.49K | 0.19% | 154 |
|
|
2022
Q4 | $227K | Buy |
+1,564
| New | +$227K | 0.19% | 161 |
|
|
2022
Q2 | – | Sell |
-279
| Closed | -$43K | – | 724 |
|
|
2022
Q1 | $43K | Buy |
279
+192
| +221% | +$29.6K | 0.02% | 576 |
|
|
2021
Q4 | $14K | Buy |
+87
| New | +$14K | 0.01% | 933 |
|