Legacy Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-390
| Closed | -$44K | – | 506 |
|
|
2019
Q1 | $44K | Sell |
390
-1,708
| -81% | -$193K | 0.01% | 297 |
|
|
2018
Q4 | $212K | Buy |
2,098
+1,708
| +438% | +$173K | 0.08% | 97 |
|
|
2018
Q3 | $45K | Hold |
390
| – | – | 0.02% | 263 |
|
|
2018
Q2 | $44K | Hold |
390
| – | – | 0.02% | 263 |
|
|
2018
Q1 | $42K | Buy |
390
+90
| +30% | +$9.69K | 0.02% | 264 |
|
|
2017
Q4 | $34K | Buy |
+300
| New | +$34K | 0.01% | 294 |
|