Sutton Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.6K | Hold |
82
| – | – | 0.01% | 434 |
|
|
2023
Q2 | $13.2K | Hold |
82
| – | – | 0.01% | 417 |
|
|
2023
Q1 | $12.4K | Hold |
82
| – | – | 0.01% | 383 |
|
|
2022
Q4 | $11.8K | Hold |
82
| – | – | ﹤0.01% | 883 |
|
|
2022
Q3 | $10.5K | Hold |
82
| – | – | ﹤0.01% | 874 |
|
|
2022
Q2 | $11.2K | Buy |
+82
| New | +$11.2K | ﹤0.01% | 866 |
|