Guidant Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.67M | Sell |
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|
2019
Q2 | $1.67M | Sell |
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2019
Q1 | $1.64M | Sell |
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|
2018
Q4 | $1.56M | Sell |
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|
2018
Q3 | $7.58M | Sell |
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|
2018
Q2 | $7.22M | Sell |
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|
2018
Q1 | $6.95M | Sell |
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|
2017
Q4 | $7.37M | Buy |
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|
2017
Q3 | $1.83M | Sell |
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|
2017
Q2 | $1.8M | Sell |
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|
2017
Q1 | $2.25M | Sell |
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|
2016
Q4 | $2.99M | Sell |
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|
2016
Q3 | $4.54M | Buy |
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