Mirador Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,509
| Closed | -$232K | – | 190 |
|
|
2023
Q3 | $232K | Sell |
1,509
-225
| -13% | -$34.6K | 0.05% | 166 |
|
|
2023
Q2 | $280K | Sell |
1,734
-181
| -9% | -$29.2K | 0.07% | 162 |
|
|
2023
Q1 | $291K | Buy |
+1,915
| New | +$291K | 0.07% | 152 |
|
|
2021
Q3 | – | Sell |
-3,566
| Closed | -$527K | – | 201 |
|
|
2021
Q2 | $527K | Buy |
+3,566
| New | +$527K | 0.12% | 132 |
|