Partnervest Advisory Services’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 | – | Sell |
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|
2019
Q4 | $546K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $339K | Sell |
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|
2019
Q1 | $477K | Buy |
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|
2018
Q4 | $384K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $284K | Sell |
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|
2017
Q3 | $282K | Hold |
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|
2017
Q2 | $274K | Hold |
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|
2017
Q1 | $272K | Sell |
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|
2016
Q4 | $277K | Buy |
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|
2016
Q3 | $254K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $115K | Sell |
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|
2014
Q1 | $136K | Sell |
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|
2013
Q4 | $135K | Buy |
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