Ten Capital 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
Q2 | – | Sell |
-486
| Closed | -$73.8K | – | 368 |
|
|
2023
Q1 | $73.8K | Buy |
486
+462
| +1,925% | +$70.1K | 0.02% | 188 |
|
|
2022
Q4 | $3.48K | Hold |
24
| – | – | ﹤0.01% | 410 |
|
|
2022
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 368 |
|
|
2022
Q1 | $4K | Hold |
24
| – | – | ﹤0.01% | 394 |
|
|
2021
Q4 | $4K | Hold |
24
| – | – | ﹤0.01% | 388 |
|
|
2021
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 348 |
|
|
2021
Q2 | $4K | Hold |
24
| – | – | ﹤0.01% | 385 |
|
|
2021
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 313 |
|
|
2020
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 317 |
|