Founders Bank & Trust’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 | $117K | Hold |
1,243
| – | – | 0.06% | 133 |
|
|
2014
Q3 | $112K | Hold |
1,243
| – | – | 0.06% | 134 |
|
|
2014
Q2 | $112K | Hold |
1,243
| – | – | 0.06% | 131 |
|
|
2014
Q1 | $108K | Hold |
1,243
| – | – | 0.06% | 119 |
|
|
2013
Q4 | $100K | Buy |
1,243
+553
| +80% | +$44.5K | 0.06% | 122 |
|
|
2013
Q3 | $54K | Hold |
690
| – | – | 0.03% | 151 |
|
|
2013
Q2 | $52K | Buy |
+690
| New | +$52K | 0.03% | 148 |
|