Madden Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-256
| Closed | -$26K | – | 160 |
|
|
2017
Q1 | $26K | Buy |
+256
| New | +$26K | 0.02% | 150 |
|
|
2015
Q4 | – | Sell |
-256
| Closed | -$21K | – | 179 |
|
|
2015
Q3 | $21K | Hold |
256
| – | – | 0.01% | 171 |
|
|
2015
Q2 | $23K | Buy |
+256
| New | +$23K | 0.01% | 169 |
|
|
2015
Q1 | – | Sell |
-256
| Closed | -$24K | – | 176 |
|
|
2014
Q4 | $24K | Hold |
256
| – | – | 0.01% | 179 |
|
|
2014
Q3 | $23K | Hold |
256
| – | – | 0.01% | 217 |
|
|
2014
Q2 | $23K | Buy |
+256
| New | +$23K | 0.01% | 220 |
|