LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $163K | Hold |
1,075
| – | – | 0.06% | 171 |
|
|
2022
Q4 | $156K | Hold |
1,075
| – | – | 0.06% | 167 |
|
|
2022
Q3 | $138K | Hold |
1,075
| – | – | 0.06% | 168 |
|
|
2022
Q2 | $147K | Hold |
1,075
| – | – | 0.06% | 169 |
|
|
2022
Q1 | $167K | Hold |
1,075
| – | – | 0.06% | 168 |
|
|
2021
Q4 | $168K | Hold |
1,075
| – | – | 0.06% | 168 |
|
|
2021
Q3 | $156K | Hold |
1,075
| – | – | 0.06% | 169 |
|
|
2021
Q2 | $159K | Hold |
1,075
| – | – | 0.06% | 170 |
|
|
2021
Q1 | $152K | Hold |
1,075
| – | – | 0.06% | 170 |
|
|
2020
Q4 | $138K | Buy |
+1,075
| New | +$138K | 0.06% | 171 |
|