Lenox Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $239K | Sell |
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|
2020
Q1 | $258K | Hold |
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|
2019
Q4 | $349K | Buy |
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|
2019
Q3 | $317K | Hold |
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|
2019
Q2 | $310K | Sell |
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|
2019
Q1 | $325K | Buy |
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|
2018
Q4 | $280K | Buy |
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|
2018
Q3 | $316K | Sell |
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|
2018
Q2 | $304K | Buy |
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|
2018
Q1 | $246K | Hold |
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|
2017
Q4 | $258K | Hold |
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|
2017
Q3 | $243K | Hold |
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|
2017
Q2 | $237K | Hold |
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|
2017
Q1 | $235K | Hold |
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|
2016
Q4 | $229K | Sell |
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|
2016
Q3 | $399K | Hold |
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|
2016
Q2 | $399K | Hold |
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|
2016
Q1 | $387K | Hold |
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|
2015
Q4 | $381K | Buy |
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