MCM
McMillion Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $50.8K | Buy |
+315
| New | +$50.8K | 0.05% | 96 |
|
|
2022
Q4 | – | Sell |
-315
| Closed | -$40K | – | 130 |
|
|
2022
Q3 | $40K | Hold |
315
| – | – | 0.04% | 104 |
|
|
2022
Q2 | $43K | Buy |
+315
| New | +$43K | 0.04% | 113 |
|
|
2021
Q1 | – | Sell |
-315
| Closed | -$40K | – | 180 |
|
|
2020
Q4 | $40K | Buy |
+315
| New | +$40K | 0.02% | 132 |
|
|
2020
Q2 | – | Sell |
-315
| Closed | -$30K | – | 167 |
|
|
2020
Q1 | $30K | Hold |
315
| – | – | 0.02% | 114 |
|
|
2019
Q4 | $41K | Hold |
315
| – | – | 0.02% | 120 |
|
|
2019
Q3 | $38K | Hold |
315
| – | – | 0.02% | 121 |
|
|
2019
Q2 | $37K | Buy |
+315
| New | +$37K | 0.02% | 124 |
|