TCM
Tuttle Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-14,802
| Closed | -$1.9M | – | 272 |
|
|
2020
Q4 | $1.9M | Buy |
+14,802
| New | +$1.9M | 1.46% | 12 |
|
|
2020
Q1 | – | Sell |
-5,275
| Closed | -$686K | – | 93 |
|
|
2019
Q4 | $686K | Buy |
+5,275
| New | +$686K | 0.26% | 86 |
|
|
2017
Q3 | – | Sell |
-6,603
| Closed | -$693K | – | 85 |
|
|
2017
Q2 | $693K | Buy |
+6,603
| New | +$693K | 0.54% | 39 |
|
|
2014
Q3 | – | Sell |
-41,177
| Closed | -$3.74M | – | 30 |
|
|
2014
Q2 | $3.74M | Buy |
+41,177
| New | +$3.74M | 3.01% | 10 |
|