Pursue Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,000
| Closed | -$607K | – | 104 |
|
|
2023
Q1 | $607K | Hold |
4,000
| – | – | 0.41% | 58 |
|
|
2022
Q4 | $580K | Hold |
4,000
| – | – | 0.45% | 59 |
|
|
2022
Q3 | $514K | Hold |
4,000
| – | – | 0.37% | 59 |
|
|
2022
Q2 | $550K | Hold |
4,000
| – | – | 0.35% | 66 |
|
|
2022
Q1 | $624K | Hold |
4,000
| – | – | 0.26% | 76 |
|
|
2021
Q4 | $627K | Buy |
+4,000
| New | +$627K | 0.24% | 80 |
|