KKAMG
Kernodle & Katon Asset Management Group’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $106K | Buy |
1,018
+57
| +6% | +$5.94K | 0.06% | 126 |
|
|
2016
Q4 | $97K | Hold |
961
| – | – | 0.06% | 127 |
|
|
2016
Q3 | $91K | Hold |
961
| – | – | 0.06% | 143 |
|
|
2016
Q2 | $89K | Hold |
961
| – | – | 0.08% | 97 |
|
|
2016
Q1 | $86K | Hold |
961
| – | – | 0.08% | 90 |
|
|
2015
Q4 | $85K | Buy |
+961
| New | +$85K | 0.08% | 90 |
|