Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $277K | Buy |
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|
2019
Q3 | $246K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Buy |
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|
2018
Q2 | $192K | Hold |
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|
2018
Q1 | $191K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $184K | Buy |
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|
2017
Q2 | $178K | Hold |
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|
2017
Q1 | $178K | Buy |
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|
2016
Q4 | $172K | Buy |
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|
2016
Q3 | $158K | Buy |
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