Life Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-417
| Closed | -$72.5K | – | 145 |
|
|
2023
Q4 | $72.5K | Buy |
+417
| New | +$72.5K | 0.07% | 89 |
|
|
2022
Q3 | $92.8K | Hold |
722
| – | – | 0.11% | 68 |
|
|
2022
Q2 | $100K | Hold |
722
| – | – | 0.11% | 65 |
|
|
2022
Q1 | $113K | Hold |
722
| – | – | 0.12% | 60 |
|
|
2021
Q4 | $113K | Buy |
+722
| New | +$113K | 0.11% | 59 |
|