Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-139
| Closed | -$17K | – | 314 |
|
|
2019
Q2 | $17K | Buy |
+139
| New | +$17K | ﹤0.01% | 279 |
|
|
2019
Q1 | – | Sell |
-14
| Closed | -$2K | – | 278 |
|
|
2018
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 366 |
|
|
2016
Q2 | – | Sell |
-4,561
| Closed | -$411K | – | 547 |
|
|
2016
Q1 | $411K | Buy |
+4,561
| New | +$411K | 0.03% | 232 |
|