WMS
Wealth Management Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $207K | Hold |
1,348
| – | – | 0.14% | 74 |
|
|
2023
Q2 | $217K | Sell |
1,348
-215
| -14% | -$34.7K | 0.14% | 74 |
|
|
2023
Q1 | $237K | Buy |
1,563
+7
| +0.4% | +$1.06K | 0.14% | 76 |
|
|
2022
Q4 | $226K | Sell |
1,556
-191
| -11% | -$27.7K | 0.12% | 77 |
|
|
2022
Q3 | $225K | Sell |
1,747
-198
| -10% | -$25.5K | 0.13% | 74 |
|
|
2022
Q2 | $267K | Sell |
1,945
-120
| -6% | -$16.5K | 0.15% | 67 |
|
|
2022
Q1 | $322K | Sell |
2,065
-132
| -6% | -$20.6K | 0.17% | 81 |
|
|
2021
Q4 | $344K | Buy |
+2,197
| New | +$344K | 0.18% | 80 |
|