SPWG
Sage Private Wealth Group’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
Q4 | – | Sell |
-1,238
| Closed | -$244K | – | 94 |
|
|
2024
Q3 | $244K | Hold |
1,238
| – | – | 0.19% | 81 |
|
|
2024
Q2 | $225K | Sell |
1,238
-2,258
| -65% | -$411K | 0.19% | 80 |
|
|
2024
Q1 | $653K | Sell |
3,496
-723
| -17% | -$135K | 0.52% | 21 |
|
|
2023
Q4 | $734K | Buy |
+4,219
| New | +$734K | 0.65% | 16 |
|