HHG & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.23M | Sell |
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|
2015
Q4 | $1.28M | Sell |
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|
2015
Q3 | $1.41M | Sell |
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|
2015
Q2 | $1.6M | Buy |
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|
2015
Q1 | $1.6M | Buy |
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|
2014
Q4 | $1.24M | Buy |
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|
2014
Q3 | $965K | Buy |
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|
2014
Q2 | $963K | Hold |
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|
2014
Q1 | $925K | Buy |
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|
2013
Q4 | $697K | Hold |
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|
2013
Q3 | $638K | Hold |
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|
2013
Q2 | $619K | Buy |
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