RMR Wealth Builders’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-391
| Closed | -$55K | – | 421 |
|
|
2021
Q1 | $55K | Buy |
391
+2
| +0.5% | +$281 | 0.01% | 351 |
|
|
2020
Q4 | $50K | Buy |
+389
| New | +$50K | 0.02% | 261 |
|
|
2020
Q3 | – | Sell |
-381
| Closed | -$41K | – | 343 |
|
|
2020
Q2 | $41K | Buy |
+381
| New | +$41K | 0.04% | 247 |
|
|
2019
Q4 | $31K | Buy |
+239
| New | +$31K | 0.03% | 271 |
|