LWM
LBA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $191K | Hold |
1,836
| – | – | 0.1% | 107 |
|
|
2016
Q4 | $186K | Sell |
1,836
-478
| -21% | -$48.4K | 0.1% | 108 |
|
|
2016
Q3 | $220K | Buy |
2,314
+1,048
| +83% | +$99.6K | 0.12% | 105 |
|
|
2016
Q2 | $118K | Hold |
1,266
| – | – | 0.07% | 139 |
|
|
2016
Q1 | $114K | Hold |
1,266
| – | – | 0.07% | 138 |
|
|
2015
Q4 | $112K | Buy |
1,266
+747
| +144% | +$66.1K | 0.06% | 152 |
|
|
2015
Q3 | $44K | Hold |
519
| – | – | 0.03% | 181 |
|
|
2015
Q2 | $48K | Hold |
519
| – | – | 0.03% | 166 |
|
|
2015
Q1 | $48K | Hold |
519
| – | – | 0.03% | 171 |
|
|
2014
Q4 | $49K | Hold |
519
| – | – | 0.03% | 170 |
|
|
2014
Q3 | $47K | Buy |
+519
| New | +$47K | 0.03% | 173 |
|