HCM
Howland Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,690
| Closed | -$308K | – | 283 |
|
|
2024
Q2 | $308K | Buy |
+1,690
| New | +$308K | 0.01% | 234 |
|
|
2022
Q4 | – | Sell |
-1,764
| Closed | -$227K | – | 262 |
|
|
2022
Q3 | $227K | Hold |
1,764
| – | – | 0.01% | 227 |
|
|
2022
Q2 | $242K | Hold |
1,764
| – | – | 0.01% | 224 |
|
|
2022
Q1 | $275K | Buy |
+1,764
| New | +$275K | 0.01% | 195 |
|