Lockheed Martin Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $12.4M | Sell |
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|
2019
Q1 | $19M | Hold |
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|
2018
Q4 | $17.1M | Buy |
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|
2018
Q3 | $15.7M | Sell |
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|
2018
Q2 | $19.4M | Buy |
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|
2018
Q1 | $10.8M | Sell |
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|
2017
Q4 | $11.3M | Sell |
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|
2017
Q3 | $12.6M | Sell |
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|
2017
Q2 | $18.2M | Sell |
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|
2017
Q1 | $26M | Buy |
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|
2016
Q4 | $11.6M | Buy |
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|
2016
Q3 | $3.13M | Sell |
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|
2016
Q2 | $4.13M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $13.9M | Hold |
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|
2013
Q2 | $13.4M | Buy |
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