Mid Atlantic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $546K | Buy |
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|
2020
Q3 | $370K | Buy |
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|
2020
Q2 | $252K | Sell |
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|
2020
Q1 | $1.11M | Sell |
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|
2019
Q4 | $2.34M | Buy |
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|
2019
Q3 | $563K | Sell |
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|
2019
Q2 | $1.16M | Sell |
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|
2019
Q1 | $1.34M | Sell |
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|
2018
Q4 | $2.27M | Buy |
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