OptiFour Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $276K | Hold |
2,122
| – | – | 0.19% | 60 |
|
|
2019
Q3 | $253K | Hold |
2,122
| – | – | 0.18% | 62 |
|
|
2019
Q2 | $247K | Hold |
2,122
| – | – | 0.17% | 71 |
|
|
2019
Q1 | $239K | Hold |
2,122
| – | – | 0.2% | 43 |
|
|
2018
Q4 | $215K | Hold |
2,122
| – | – | 0.2% | 44 |
|
|
2018
Q3 | $246K | Hold |
2,122
| – | – | 0.2% | 49 |
|
|
2018
Q2 | $234K | Hold |
2,122
| – | – | 0.2% | 49 |
|
|
2018
Q1 | $232K | Hold |
2,122
| – | – | 0.19% | 52 |
|
|
2017
Q4 | $242K | Buy |
+2,122
| New | +$242K | 0.2% | 53 |
|