Torch 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
2019
Q4
$566K Hold
2019
Q3
$519K Buy
2019
Q2
$493K Hold
2019
Q1
$476K Sell
2018
Q4
$430K Buy
2018
Q3
$477K Buy
2018
Q2
$451K Hold
2018
Q1
$448K Hold
2017
Q4
$468K Buy
2017
Q3
$432K Buy