TWM
Torch Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $566K | Hold |
4,354
| – | – | 0.31% | 71 |
|
|
2019
Q3 | $519K | Buy |
4,354
+129
| +3% | +$15.4K | 0.31% | 69 |
|
|
2019
Q2 | $493K | Hold |
4,225
| – | – | 0.3% | 70 |
|
|
2019
Q1 | $476K | Sell |
4,225
-25
| -0.6% | -$2.82K | 0.29% | 69 |
|
|
2018
Q4 | $430K | Buy |
4,250
+130
| +3% | +$13.2K | 0.31% | 65 |
|
|
2018
Q3 | $477K | Buy |
4,120
+25
| +0.6% | +$2.89K | 0.29% | 70 |
|
|
2018
Q2 | $451K | Hold |
4,095
| – | – | 0.28% | 72 |
|
|
2018
Q1 | $448K | Hold |
4,095
| – | – | 0.29% | 75 |
|
|
2017
Q4 | $468K | Buy |
4,095
+90
| +2% | +$10.3K | 0.29% | 78 |
|
|
2017
Q3 | $432K | Buy |
+4,005
| New | +$432K | 0.28% | 74 |
|