Stratford Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $29K | Sell |
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|
2019
Q4 | $908K | Hold |
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|
2019
Q3 | $831K | Hold |
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|
2019
Q2 | $814K | Buy |
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|
2019
Q1 | $787K | Sell |
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|
2018
Q4 | $747K | Sell |
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|
2018
Q3 | $900K | Sell |
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|
2018
Q2 | $861K | Sell |
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|
2018
Q1 | $871K | Buy |
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|
2017
Q4 | $910K | Buy |
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|
2017
Q3 | $859K | Sell |
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|
2017
Q2 | $838K | Hold |
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|
2017
Q1 | $830K | Buy |
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|
2016
Q4 | $809K | Sell |
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|
2016
Q3 | $761K | Sell |
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|
2016
Q2 | $746K | Sell |
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|
2016
Q1 | $744K | Sell |
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|
2015
Q4 | $733K | Buy |
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|
2015
Q3 | $695K | Hold |
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|
2015
Q2 | $762K | Sell |
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|
2015
Q1 | $786K | Buy |
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|
2014
Q4 | $796K | Buy |
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|
2014
Q3 | $764K | Buy |
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|
2014
Q2 | $765K | Buy |
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|
2014
Q1 | $733K | Buy |
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|
2013
Q4 | $717K | Buy |
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|
2013
Q3 | $653K | Buy |
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|
2013
Q2 | $628K | Buy |
|