National Planning Corporation’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3.56K | Sell |
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|
2017
Q3 | $3.21M | Sell |
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|
2017
Q2 | $4.16M | Sell |
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|
2017
Q1 | $9.04M | Sell |
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|
2016
Q4 | $9.26M | Buy |
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|
2016
Q3 | $5.37M | Buy |
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|
2016
Q2 | $5.21M | Sell |
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|
2016
Q1 | $7.04M | Sell |
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|
2015
Q4 | $7.39M | Buy |
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|
2015
Q3 | $4.82M | Sell |
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|
2015
Q2 | $5.07M | Sell |
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|
2015
Q1 | $6.67M | Sell |
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|
2014
Q4 | $10.4M | Sell |
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|
2014
Q3 | $22.9M | Buy |
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|
2014
Q2 | $19M | Buy |
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|
2014
Q1 | $16.9M | Buy |
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|
2013
Q4 | $6.7M | Sell |
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|
2013
Q3 | $11.9M | Buy |
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|
2013
Q2 | $4.64M | Buy |
|