Murphy Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $264K | Hold |
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|
2021
Q4 | $266K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $240K | Hold |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Hold |
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|
2019
Q3 | $202K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $209K | Hold |
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|
2018
Q3 | $240K | Sell |
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|
2018
Q2 | $358K | Buy |
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|
2018
Q1 | $311K | Buy |
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|
2017
Q4 | $319K | Sell |
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|
2017
Q3 | $323K | Sell |
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|
2017
Q2 | $356K | Sell |
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|
2017
Q1 | $650K | Sell |
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|
2016
Q4 | $674K | Buy |
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