LWS Wealth Advisors’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
Q4 | $14.8M | Buy |
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|
2023
Q3 | $12.4M | Buy |
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|
2023
Q2 | $12.6M | Buy |
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|
2023
Q1 | $11.5M | Buy |
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|
2022
Q4 | $8.85M | Sell |
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|
2022
Q3 | $7.91M | Buy |
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|
2022
Q2 | $8.23M | Sell |
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|
2022
Q1 | $9.89M | Sell |
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|
2021
Q4 | $10.2M | Buy |
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|
2021
Q3 | $9.3M | Buy |
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|
2021
Q2 | $9.4M | Buy |
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|
2021
Q1 | $7.42M | Buy |
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|
2020
Q4 | $5.59M | Sell |
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|
2020
Q3 | $4.99M | Sell |
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|
2020
Q2 | $4.92M | Sell |
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|
2020
Q1 | $5.28M | Sell |
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|
2019
Q4 | $8.74M | Buy |
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