WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $65K | Buy |
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|
2017
Q1 | $7K | Sell |
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|
2016
Q4 | $71K | Sell |
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|
2016
Q3 | $182K | Buy |
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|
2016
Q2 | $101K | Buy |
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|
2016
Q1 | $72K | Hold |
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|
2015
Q4 | $71K | Sell |
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|
2015
Q3 | $84K | Hold |
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|
2015
Q2 | $92K | Buy |
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|
2015
Q1 | $92K | Sell |
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|
2014
Q4 | $162K | Buy |
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|
2014
Q3 | $97K | Buy |
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|
2014
Q2 | $94K | Buy |
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|
2014
Q1 | $87K | Sell |
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|
2013
Q4 | $193K | Buy |
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|
2013
Q3 | $121K | Buy |
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|
2013
Q2 | $117K | Buy |
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