WealthTrust Fairport’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $13.6M | Sell |
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|
2018
Q4 | $13M | Sell |
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2018
Q3 | $15.6M | Sell |
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|
2018
Q2 | $15.8M | Buy |
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|
2018
Q1 | $14.9M | Buy |
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|
2017
Q4 | $15.5M | Buy |
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|
2017
Q3 | $14.5M | Buy |
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|
2017
Q2 | $13.2M | Buy |
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|
2017
Q1 | $12.5M | Buy |
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|
2016
Q4 | $10.7M | Buy |
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|
2016
Q3 | $8.91M | Sell |
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|
2016
Q2 | $8.95M | Sell |
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|
2016
Q1 | $8.79M | Buy |
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|
2015
Q4 | $8.29M | Buy |
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|
2015
Q3 | $7.08M | Sell |
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|
2015
Q2 | $7.94M | Sell |
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|
2015
Q1 | $8.6M | Sell |
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|
2014
Q4 | $8.87M | Sell |
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|
2014
Q3 | $9.06M | Sell |
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|
2014
Q2 | $9.09M | Buy |
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|
2014
Q1 | $7.52M | Sell |
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|
2013
Q4 | $7.52M | Sell |
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|
2013
Q3 | $8.49M | Sell |
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|
2013
Q2 | $8.27M | Buy |
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