Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.38M | Buy |
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|
2020
Q2 | $1.48M | Sell |
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2020
Q1 | $1.72M | Buy |
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|
2019
Q4 | $2M | Sell |
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|
2019
Q3 | $1.84M | Sell |
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|
2019
Q2 | $1.83M | Sell |
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|
2019
Q1 | $1.79M | Hold |
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|
2018
Q4 | $1.61M | Hold |
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|
2018
Q3 | $1.84M | Sell |
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|
2018
Q2 | $1.76M | Sell |
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|
2018
Q1 | $1.89M | Sell |
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|
2017
Q4 | $2.15M | Sell |
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|
2017
Q3 | $2.27M | Sell |
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|
2017
Q2 | $2.31M | Hold |
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|
2017
Q1 | $2.29M | Sell |
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|
2016
Q4 | $2.4M | Sell |
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|
2016
Q3 | $2.33M | Sell |
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|
2016
Q2 | $2.39M | Sell |
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|
2016
Q1 | $2.46M | Sell |
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|
2015
Q4 | $2.69M | Buy |
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