Osborn Williams & Donohoe’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
Q1 | $398K | Hold |
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|
2019
Q4 | $538K | Sell |
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|
2019
Q3 | $517K | Hold |
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|
2019
Q2 | $505K | Sell |
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|
2019
Q1 | $622K | Hold |
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|
2018
Q4 | $545K | Hold |
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|
2018
Q3 | $624K | Hold |
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|
2018
Q2 | $593K | Hold |
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|
2018
Q1 | $589K | Sell |
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|
2017
Q4 | $619K | Hold |
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|
2017
Q3 | $585K | Sell |
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|
2017
Q2 | $643K | Hold |
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|
2017
Q1 | $637K | Hold |
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|
2016
Q4 | $621K | Hold |
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|
2016
Q3 | $581K | Hold |
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|
2016
Q2 | $569K | Hold |
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|
2016
Q1 | $551K | Hold |
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|
2015
Q4 | $542K | Hold |
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|
2015
Q3 | $516K | Hold |
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|
2015
Q2 | $561K | Sell |
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|
2015
Q1 | $576K | Sell |
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|
2014
Q4 | $677K | Hold |
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|
2014
Q3 | $650K | Hold |
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|
2014
Q2 | $654K | Hold |
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|
2014
Q1 | $628K | Hold |
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|
2013
Q4 | $617K | Hold |
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|
2013
Q3 | $566K | Hold |
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|
2013
Q2 | $547K | Buy |
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