Rikoon Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $455K | Hold |
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|
2020
Q4 | $412K | Buy |
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|
2020
Q3 | $361K | Sell |
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|
2020
Q2 | $357K | Buy |
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|
2020
Q1 | $315K | Hold |
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|
2019
Q4 | $426K | Buy |
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|
2019
Q3 | $388K | Hold |
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|
2019
Q2 | $379K | Buy |
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|
2019
Q1 | $366K | Buy |
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|
2018
Q4 | $327K | Buy |
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|
2018
Q3 | $294K | Sell |
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|
2018
Q2 | $288K | Buy |
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|
2018
Q1 | $278K | Sell |
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|
2017
Q4 | $309K | Sell |
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|
2017
Q3 | $354K | Buy |
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|
2017
Q2 | $343K | Sell |
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|
2017
Q1 | $359K | Buy |
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|
2016
Q4 | $356K | Buy |
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|
2016
Q3 | $283K | Buy |
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