Rex Capital Advisors’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
Q4 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Hold |
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|
2021
Q4 | $218K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $206K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $240K | Sell |
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|
2019
Q3 | $267K | Hold |
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|
2019
Q2 | $261K | Sell |
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|
2019
Q1 | $365K | Sell |
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|
2018
Q4 | $429K | Sell |
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|
2018
Q3 | $607K | Hold |
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|
2018
Q2 | $577K | Hold |
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|
2018
Q1 | $573K | Hold |
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|
2017
Q4 | $598K | Sell |
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|
2017
Q3 | $664K | Sell |
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|
2017
Q2 | $744K | Hold |
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|
2017
Q1 | $738K | Hold |
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|
2016
Q4 | $719K | Hold |
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|
2016
Q3 | $673K | Buy |
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|
2016
Q2 | $451K | Hold |
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|
2016
Q1 | $436K | Hold |
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|
2015
Q4 | $429K | Hold |
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|
2015
Q3 | $408K | Hold |
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|
2015
Q2 | $447K | Hold |
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|
2015
Q1 | $449K | Hold |
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|
2014
Q4 | $455K | Hold |
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|
2014
Q3 | $437K | Hold |
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|
2014
Q2 | $438K | Hold |
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|
2014
Q1 | $421K | Sell |
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|
2013
Q4 | $451K | Hold |
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|
2013
Q3 | $413K | Hold |
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|
2013
Q2 | $400K | Buy |
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