SRH Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8
| Closed | -$1K | – | 299 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 289 |
|
|
2020
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 288 |
|
|
2020
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 271 |
|
|
2018
Q4 | – | Sell |
-46
| Closed | -$5K | – | 274 |
|
|
2018
Q3 | $5K | Hold |
46
| – | – | 0.02% | 211 |
|
|
2018
Q2 | $5K | Hold |
46
| – | – | 0.02% | 191 |
|
|
2018
Q1 | $5K | Hold |
46
| – | – | 0.02% | 170 |
|
|
2017
Q4 | $5K | Hold |
46
| – | – | 0.02% | 160 |
|
|
2017
Q3 | $5K | Buy |
+46
| New | +$5K | 0.02% | 161 |
|