New England Investment & Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $210K | Sell |
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|
2019
Q1 | $214K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.41M | Sell |
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|
2017
Q3 | $2.36M | Buy |
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|
2017
Q2 | $2.16M | Sell |
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|
2017
Q1 | $3.53M | Buy |
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|
2016
Q4 | $3.22M | Buy |
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|
2016
Q3 | $3M | Buy |
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|
2016
Q2 | $2.92M | Sell |
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|
2016
Q1 | $2.88M | Buy |
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