VisionPoint Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-49
| Closed | -$8.92K | – | 513 |
|
|
2024
Q2 | $8.92K | Sell |
49
-156
| -76% | -$28.4K | ﹤0.01% | 505 |
|
|
2024
Q1 | $38.3K | Hold |
205
| – | – | 0.01% | 299 |
|
|
2023
Q4 | $35.6K | Buy |
+205
| New | +$35.6K | 0.01% | 293 |
|
|
2023
Q3 | – | Sell |
-945
| Closed | -$152K | – | 759 |
|
|
2023
Q2 | $152K | Buy |
+945
| New | +$152K | 0.06% | 150 |
|