RWA
Redhawk Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,318
| Closed | -$229K | – | 319 |
|
|
2023
Q4 | $229K | Sell |
1,318
-203
| -13% | -$35.3K | 0.04% | 263 |
|
|
2023
Q3 | $234K | Hold |
1,521
| – | – | 0.08% | 172 |
|
|
2023
Q2 | $245K | Sell |
1,521
-9
| -0.6% | -$1.45K | 0.07% | 170 |
|
|
2023
Q1 | $232K | Sell |
1,530
-130
| -8% | -$19.7K | 0.08% | 158 |
|
|
2022
Q4 | $241K | Sell |
1,660
-6
| -0.4% | -$870 | 0.09% | 162 |
|
|
2022
Q3 | $214K | Sell |
1,666
-18
| -1% | -$2.31K | 0.09% | 147 |
|
|
2022
Q2 | $231K | Sell |
1,684
-3,304
| -66% | -$453K | 0.1% | 145 |
|
|
2022
Q1 | $777K | Buy |
+4,988
| New | +$777K | 0.21% | 86 |
|