LifePlan Financial Group’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
Q3 | $916K | Hold |
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|
2020
Q2 | $882K | Sell |
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|
2020
Q1 | $800K | Buy |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $996K | Sell |
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|
2019
Q2 | $1.13M | Sell |
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|
2019
Q1 | $1.1M | Hold |
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|
2018
Q4 | $984K | Sell |
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|
2018
Q3 | $1.14M | Sell |
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|
2018
Q2 | $1.08M | Buy |
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $1.03M | Hold |
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|
2017
Q3 | $1.03M | Sell |
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|
2017
Q2 | $1.2M | Sell |
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|
2017
Q1 | $3.95M | Buy |
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|
2016
Q4 | $1.02M | Buy |
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|
2016
Q3 | $942K | Buy |
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|
2016
Q2 | $890K | Buy |
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|
2016
Q1 | $853K | Buy |
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|
2015
Q4 | $814K | Buy |
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|
2015
Q3 | $765K | Sell |
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|
2015
Q2 | $967K | Sell |
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|
2015
Q1 | $972K | Sell |
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|
2014
Q4 | $1.02M | Sell |
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|
2014
Q3 | $1.09M | Hold |
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|
2014
Q2 | $1.09M | Hold |
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|
2014
Q1 | $1.05M | Sell |
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|
2013
Q4 | $1.05M | Buy |
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|
2013
Q3 | $960K | Buy |
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|
2013
Q2 | $727K | Buy |
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