GWA
Guidant Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.67M | Sell |
13,983
-331
| -2% | -$39.4K | 0.62% | 37 |
|
|
2019
Q2 | $1.67M | Sell |
14,314
-240
| -2% | -$28K | 0.64% | 34 |
|
|
2019
Q1 | $1.64M | Sell |
14,554
-893
| -6% | -$101K | 0.64% | 35 |
|
|
2018
Q4 | $1.56M | Sell |
15,447
-32,608
| -68% | -$3.3M | 0.73% | 35 |
|
|
2018
Q3 | $7.58M | Sell |
48,055
-1,310
| -3% | -$206K | 3.16% | 14 |
|
|
2018
Q2 | $7.23M | Sell |
49,365
-1,440
| -3% | -$211K | 3.15% | 15 |
|
|
2018
Q1 | $6.95M | Sell |
50,805
-261
| -0.5% | -$35.7K | 3.15% | 15 |
|
|
2017
Q4 | $7.37M | Buy |
51,066
+34,232
| +203% | +$4.94M | 3.3% | 14 |
|
|
2017
Q3 | $1.83M | Sell |
16,834
-326
| -2% | -$35.4K | 1.3% | 19 |
|
|
2017
Q2 | $1.8M | Sell |
17,160
-4,576
| -21% | -$480K | 0.93% | 33 |
|
|
2017
Q1 | $2.25M | Sell |
21,736
-7,492
| -26% | -$775K | 1.18% | 30 |
|
|
2016
Q4 | $2.99M | Sell |
29,228
-19,047
| -39% | -$1.95M | 1.69% | 24 |
|
|
2016
Q3 | $4.55M | Buy |
+48,275
| New | +$4.55M | 2.8% | 12 |
|