InterOcean Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $682K | Hold |
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|
2023
Q4 | $635K | Sell |
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|
2023
Q3 | $795K | Sell |
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|
2023
Q2 | $876K | Sell |
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|
2023
Q1 | $857K | Buy |
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|
2022
Q4 | $752K | Hold |
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|
2022
Q3 | $667K | Sell |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $301K | Hold |
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|
2021
Q3 | $279K | Hold |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $271K | Hold |
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|
2020
Q4 | $246K | Buy |
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