Peachtree Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4K | Hold |
58
| – | – | ﹤0.01% | 113 |
|
|
2025
Q1 | $11K | Hold |
58
| – | – | ﹤0.01% | 111 |
|
|
2024
Q4 | $11K | Buy |
58
+1
| +2% | +$190 | ﹤0.01% | 97 |
|
|
2024
Q3 | $11.3K | Hold |
57
| – | – | ﹤0.01% | 102 |
|
|
2024
Q2 | $10.4K | Hold |
57
| – | – | ﹤0.01% | 91 |
|
|
2024
Q1 | $10.6K | Hold |
57
| – | – | ﹤0.01% | 91 |
|
|
2023
Q4 | $9.84K | Buy |
57
+1
| +2% | +$173 | ﹤0.01% | 98 |
|
|
2023
Q3 | $8.61K | Hold |
56
| – | – | ﹤0.01% | 96 |
|
|
2023
Q2 | $9.03K | Hold |
56
| – | – | ﹤0.01% | 104 |
|
|
2023
Q1 | $8.47K | Hold |
56
| – | – | 0.01% | 89 |
|
|
2022
Q4 | $8.1K | Sell |
56
-15
| -21% | -$2.17K | ﹤0.01% | 93 |
|
|
2022
Q3 | $9K | Hold |
71
| – | – | 0.01% | 89 |
|
|
2022
Q2 | $10K | Hold |
71
| – | – | 0.01% | 93 |
|
|
2022
Q1 | $11K | Hold |
71
| – | – | 0.01% | 97 |
|
|
2021
Q4 | $11K | Hold |
71
| – | – | ﹤0.01% | 100 |
|
|
2021
Q3 | $10K | Hold |
71
| – | – | ﹤0.01% | 89 |
|
|
2021
Q2 | $10K | Hold |
71
| – | – | ﹤0.01% | 92 |
|
|
2021
Q1 | $10K | Hold |
71
| – | – | 0.01% | 88 |
|
|
2020
Q4 | $9K | Hold |
71
| – | – | 0.01% | 85 |
|
|
2020
Q3 | $8K | Hold |
71
| – | – | 0.01% | 75 |
|
|
2020
Q2 | $8K | Buy |
71
+36
| +103% | +$4.06K | 0.01% | 69 |
|
|
2020
Q1 | $3K | Sell |
35
-71
| -67% | -$6.09K | ﹤0.01% | 67 |
|
|
2019
Q4 | $14K | Buy |
+106
| New | +$14K | 0.01% | 80 |
|