PagnatoKarp Partners’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 | $212K | Sell |
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|
2019
Q4 | $697K | Buy |
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|
2019
Q3 | $635K | Buy |
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|
2019
Q2 | $618K | Buy |
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|
2019
Q1 | $595K | Sell |
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|
2018
Q4 | $646K | Buy |
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|
2018
Q3 | $743K | Buy |
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|
2018
Q2 | $706K | Sell |
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|
2018
Q1 | $715K | Buy |
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|
2017
Q4 | $727K | Buy |
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|
2017
Q3 | $687K | Buy |
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|
2017
Q2 | $668K | Buy |
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|
2017
Q1 | $564K | Hold |
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|
2016
Q4 | $549K | Buy |
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