Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $504K | Hold |
|
|||||
|
2023
Q2 | $528K | Sell |
|
|||||
|
2023
Q1 | $576K | Hold |
|
|||||
|
2022
Q4 | $568K | Sell |
|
|||||
|
2022
Q3 | $824K | Hold |
|
|||||
|
2022
Q2 | $866K | Sell |
|
|||||
|
2022
Q1 | $1.02M | Hold |
|
|||||
|
2021
Q4 | $1.03M | Buy |
|
|||||
|
2021
Q3 | $949K | Buy |
|
|||||
|
2021
Q2 | $901K | Hold |
|
|||||
|
2021
Q1 | $862K | Buy |
|
|||||
|
2020
Q4 | $763K | Buy |
|
|||||
|
2020
Q3 | $683K | Hold |
|
|||||
|
2020
Q2 | $645K | Buy |
|
|||||
|
2020
Q1 | $467K | Buy |
|
|||||
|
2019
Q4 | $602K | Sell |
|
|||||
|
2019
Q3 | $2.82M | Sell |
|
|||||
|
2019
Q2 | $2.96M | Sell |
|
|||||
|
2019
Q1 | $2.85M | Buy |
|
|||||
|
2018
Q4 | $2.56M | Buy |
|
|||||
|
2018
Q3 | $2.93M | Hold |
|
|||||
|
2018
Q2 | $2.79M | Hold |
|
|||||
|
2018
Q1 | $2.77M | Buy |
|
|||||
|
2017
Q4 | $2.89M | Buy |
|