M&R Capital Management’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
Q3 | $3.94K | Hold |
20
| – | – | ﹤0.01% | 478 |
|
|
2024
Q2 | $3.64K | Hold |
20
| – | – | ﹤0.01% | 465 |
|
|
2024
Q1 | $3.74K | Hold |
20
| – | – | ﹤0.01% | 467 |
|
|
2023
Q4 | $3.48K | Hold |
20
| – | – | ﹤0.01% | 515 |
|
|
2023
Q3 | $3.08K | Sell |
20
-15
| -43% | -$2.31K | ﹤0.01% | 502 |
|
|
2023
Q2 | $5.64K | Hold |
35
| – | – | ﹤0.01% | 455 |
|
|
2023
Q1 | $5.31K | Buy |
35
+15
| +75% | +$2.28K | ﹤0.01% | 441 |
|
|
2022
Q4 | $2.9K | Buy |
+20
| New | +$2.9K | ﹤0.01% | 453 |
|