R.H. Bluestein & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $419K | Hold |
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|
2022
Q2 | $448K | Hold |
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|
2022
Q1 | $508K | Hold |
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|
2021
Q4 | $511K | Hold |
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|
2021
Q3 | $474K | Hold |
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|
2021
Q2 | $481K | Buy |
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|
2021
Q1 | $457K | Hold |
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|
2020
Q4 | $414K | Sell |
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|
2020
Q3 | $369K | Buy |
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|
2020
Q2 | $316K | Hold |
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|
2020
Q1 | $281K | Sell |
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|
2019
Q4 | $437K | Buy |
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|
2019
Q3 | $335K | Buy |
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