Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $25.1K | Sell |
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|
2023
Q1 | $40.2K | Hold |
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|
2022
Q4 | $38.4K | Hold |
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|
2022
Q3 | $34K | Hold |
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|
2022
Q2 | $36K | Sell |
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|
2022
Q1 | $69K | Sell |
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|
2021
Q4 | $75K | Hold |
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|
2021
Q3 | $70K | Hold |
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|
2021
Q2 | $71K | Hold |
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|
2021
Q1 | $68K | Buy |
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|
2020
Q4 | $55K | Buy |
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