Winslow Evans & Crocker’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
Q4 | $538K | Buy |
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|
2020
Q3 | $416K | Hold |
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|
2020
Q2 | $400K | Buy |
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|
2020
Q1 | $344K | Hold |
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|
2019
Q4 | $466K | Hold |
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|
2019
Q3 | $426K | Hold |
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|
2019
Q2 | $418K | Sell |
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|
2019
Q1 | $624K | Buy |
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|
2018
Q4 | $362K | Hold |
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|
2018
Q3 | $414K | Hold |
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|
2018
Q2 | $394K | Hold |
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|
2018
Q1 | $390K | Hold |
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|
2017
Q4 | $408K | Hold |
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|
2017
Q3 | $385K | Sell |
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|
2017
Q2 | $430K | Sell |
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|
2017
Q1 | $490K | Hold |
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|
2016
Q4 | $477K | Buy |
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|
2016
Q3 | $442K | Buy |
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|
2016
Q2 | $375K | Hold |
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|
2016
Q1 | $363K | Hold |
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|
2015
Q4 | $357K | Hold |
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|
2015
Q3 | $339K | Hold |
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|
2015
Q2 | $372K | Hold |
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|
2015
Q1 | $374K | Hold |
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|
2014
Q4 | $378K | Hold |
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|
2014
Q3 | $364K | Buy |
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|
2014
Q2 | $44.1K | Hold |
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|
2014
Q1 | $42.5K | Hold |
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|
2013
Q4 | $42K | Buy |
|