Titus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $248K | Hold |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Hold |
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|
2019
Q3 | $206K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $216K | Hold |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $224K | Buy |
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