JOYN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $773K | Sell |
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|
2019
Q4 | $1.58M | Sell |
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|
2019
Q3 | $1.51M | Sell |
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|
2019
Q2 | $1.43M | Sell |
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|
2019
Q1 | $1.57M | Buy |
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|
2018
Q4 | $1.41M | Buy |
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|
2018
Q3 | $541K | Sell |
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|
2018
Q2 | $569K | Sell |
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|
2018
Q1 | $604K | Hold |
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|
2017
Q4 | $631K | Hold |
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|
2017
Q3 | $596K | Buy |
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|
2017
Q2 | $572K | Sell |
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|
2017
Q1 | $713K | Sell |
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|
2016
Q4 | $779K | Hold |
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|
2016
Q3 | $729K | Sell |
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|
2016
Q2 | $716K | Sell |
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|
2016
Q1 | $1.05M | Sell |
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|
2015
Q4 | $4.62M | Sell |
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|
2015
Q3 | $5.39M | Buy |
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|
2015
Q2 | $674K | Sell |
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|
2015
Q1 | $769K | Sell |
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|
2014
Q4 | $1.09M | Buy |
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|
2014
Q3 | $846K | Buy |
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|
2014
Q2 | $847K | Buy |
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|
2014
Q1 | $812K | Sell |
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|
2013
Q4 | $1.08M | Sell |
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|
2013
Q3 | $1.02M | Buy |
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|
2013
Q2 | – | Hold |
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