Sunflower Bank Wealth Management’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
Q3 | – | Sell |
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|
2020
Q2 | $427K | Hold |
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|
2020
Q1 | $380K | Sell |
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|
2019
Q4 | $558K | Hold |
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|
2019
Q3 | $511K | Hold |
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|
2019
Q2 | $500K | Hold |
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|
2019
Q1 | $484K | Sell |
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|
2018
Q4 | $437K | Hold |
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|
2018
Q3 | $501K | Hold |
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|
2018
Q2 | $476K | Hold |
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|
2018
Q1 | $473K | Hold |
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|
2017
Q4 | $494K | Sell |
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|
2017
Q3 | $493K | Hold |
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|
2017
Q2 | $480K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.03M | Buy |
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|
2016
Q2 | $1.89M | Buy |
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