Leo Brokerage’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
Q2 | $3.72M | Sell |
23,108
-1,072
| -4% | -$173K | 0.43% | 33 |
|
|
2023
Q1 | $3.67M | Buy |
+24,180
| New | +$3.67M | 0.55% | 32 |
|
|
2022
Q2 | $2.83M | Sell |
20,569
-12
| -0.1% | -$1.65K | 0.76% | 33 |
|
|
2022
Q1 | $3.21M | Buy |
+20,581
| New | +$3.21M | 0.51% | 39 |
|
|
2021
Q3 | $2.99M | Sell |
20,569
-19,255
| -48% | -$2.8M | 0.55% | 32 |
|
|
2021
Q2 | $5.88M | Buy |
39,824
+19,255
| +94% | +$2.84M | 1.18% | 19 |
|
|
2021
Q1 | $2.91M | Sell |
20,569
-35
| -0.2% | -$4.94K | 0.82% | 29 |
|
|
2020
Q4 | $2.64M | Buy |
20,604
+1
| +0% | +$128 | 0.85% | 27 |
|
|
2020
Q3 | $2.23M | Buy |
+20,603
| New | +$2.23M | 0.92% | 27 |
|