Signet Financial Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-658
| Closed | -$103K | – | 761 |
|
|
2021
Q4 | $103K | Buy |
+658
| New | +$103K | 0.02% | 322 |
|
|
2018
Q4 | – | Sell |
-329
| Closed | -$38K | – | 516 |
|
|
2018
Q3 | $38K | Hold |
329
| – | – | 0.01% | 419 |
|
|
2018
Q2 | $36K | Hold |
329
| – | – | 0.01% | 432 |
|
|
2018
Q1 | $36K | Buy |
+329
| New | +$36K | 0.01% | 395 |
|