Private Wealth Advisors (Pennsylvania)’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
Q4 | $1.26M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $1.52M | Sell |
|
|||||
|
2019
Q3 | $1.44M | Buy |
|
|||||
|
2019
Q2 | $1.37M | Buy |
|
|||||
|
2019
Q1 | $1.22M | Buy |
|
|||||
|
2018
Q4 | $944K | Buy |
|
|||||
|
2018
Q3 | $826K | Buy |
|
|||||
|
2018
Q2 | $743K | Buy |
|
|||||
|
2018
Q1 | $676K | Buy |
|
|||||
|
2017
Q4 | $569K | Buy |
|
|||||
|
2017
Q3 | $517K | Buy |
|
|||||
|
2017
Q2 | $407K | Buy |
|
|||||
|
2017
Q1 | $330K | Buy |
|
|||||
|
2016
Q4 | $235K | Buy |
|