Karn Couzens & Associates’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $479K | Buy |
3,076
+2
| +0.1% | +$311 | 0.3% | 48 |
|
|
2021
Q4 | $482K | Buy |
3,074
+1
| +0% | +$157 | 0.33% | 41 |
|
|
2021
Q3 | $447K | Buy |
3,073
+2
| +0.1% | +$291 | 0.34% | 40 |
|
|
2021
Q2 | $453K | Buy |
3,071
+1
| +0% | +$148 | 0.35% | 39 |
|
|
2021
Q1 | $434K | Buy |
3,070
+1
| +0% | +$141 | 0.39% | 36 |
|
|
2020
Q4 | $393K | Buy |
+3,069
| New | +$393K | 0.37% | 37 |
|