Gofen & Glossberg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $865K | Sell |
|
|||||
|
2022
Q3 | $784K | Buy |
|
|||||
|
2022
Q2 | $827K | Sell |
|
|||||
|
2022
Q1 | $949K | Buy |
|
|||||
|
2021
Q4 | $955K | Hold |
|
|||||
|
2021
Q3 | $886K | Sell |
|
|||||
|
2021
Q2 | $949K | Buy |
|
|||||
|
2021
Q1 | $908K | Hold |
|
|||||
|
2020
Q4 | $823K | Buy |
|
|||||
|
2020
Q3 | $709K | Hold |
|
|||||
|
2020
Q2 | $682K | Hold |
|
|||||
|
2020
Q1 | $606K | Hold |
|
|||||
|
2019
Q4 | $820K | Sell |
|
|||||
|
2019
Q3 | $752K | Hold |
|
|||||
|
2019
Q2 | $735K | Hold |
|
|||||
|
2019
Q1 | $711K | Buy |
|
|||||
|
2018
Q4 | $622K | Hold |
|
|||||
|
2018
Q3 | $712K | Hold |
|
|||||
|
2018
Q2 | $677K | Hold |
|
|||||
|
2018
Q1 | $672K | Hold |
|
|||||
|
2017
Q4 | $702K | Buy |
|
|||||
|
2017
Q3 | $661K | Hold |
|
|||||
|
2017
Q2 | $643K | Hold |
|
|||||
|
2017
Q1 | $637K | Hold |
|
|||||
|
2016
Q4 | $621K | Hold |
|
|||||
|
2016
Q3 | $582K | Hold |
|
|||||
|
2016
Q2 | $569K | Buy |
|
|||||
|
2016
Q1 | $536K | Hold |
|
|||||
|
2015
Q4 | $527K | Sell |
|
|||||
|
2015
Q3 | $501K | Hold |
|
|||||
|
2015
Q2 | $550K | Hold |
|
|||||
|
2015
Q1 | $552K | Hold |
|
|||||
|
2014
Q4 | $560K | Hold |
|
|||||
|
2014
Q3 | $537K | Sell |
|
|||||
|
2014
Q2 | $544K | Sell |
|
|||||
|
2014
Q1 | $537K | Sell |
|
|||||
|
2013
Q4 | $556K | Sell |
|
|||||
|
2013
Q3 | $514K | Sell |
|
|||||
|
2013
Q2 | $507K | Buy |
|