Harborview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $926K | Sell |
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|
2020
Q3 | $866K | Sell |
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|
2020
Q2 | $926K | Buy |
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|
2020
Q1 | $805K | Sell |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1.02M | Sell |
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|
2018
Q4 | $963K | Sell |
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|
2018
Q3 | $1.11M | Sell |
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|
2018
Q2 | $1.06M | Sell |
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|
2018
Q1 | $1.06M | Sell |
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|
2017
Q4 | $1.11M | Buy |
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