WestHill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-222
| Closed | -$34.1K | – | 89 |
|
|
2023
Q3 | $34.1K | Hold |
222
| – | – | 0.01% | 87 |
|
|
2023
Q2 | $35.8K | Hold |
222
| – | – | 0.01% | 86 |
|
|
2023
Q1 | $33.7K | Hold |
222
| – | – | 0.01% | 85 |
|
|
2022
Q4 | $32.2K | Hold |
222
| – | – | 0.01% | 89 |
|
|
2022
Q3 | $29K | Hold |
222
| – | – | 0.01% | 83 |
|
|
2022
Q2 | $30K | Hold |
222
| – | – | 0.01% | 86 |
|
|
2022
Q1 | $35K | Hold |
222
| – | – | 0.01% | 92 |
|
|
2021
Q4 | $35K | Hold |
222
| – | – | 0.01% | 94 |
|
|
2021
Q3 | $32K | Buy |
+222
| New | +$32K | 0.01% | 80 |
|
|
2021
Q1 | $31K | Hold |
222
| – | – | 0.01% | 71 |
|
|
2020
Q4 | $28K | Buy |
+222
| New | +$28K | 0.01% | 71 |
|