OptiFour Integrated Wealth 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
2019
Q4
$276K Hold
2019
Q3
$253K Hold
2019
Q2
$247K Hold
2019
Q1
$239K Hold
2018
Q4
$215K Hold
2018
Q3
$246K Hold
2018
Q2
$234K Hold
2018
Q1
$232K Hold
2017
Q4
$242K Buy