YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $1.26M | Hold |
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|
2022
Q1 | $1.43M | Hold |
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|
2021
Q4 | $1.44M | Hold |
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|
2021
Q3 | $1.33M | Hold |
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|
2021
Q2 | $1.35M | Hold |
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|
2021
Q1 | $1.29M | Hold |
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|
2020
Q4 | $1.17M | Hold |
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|
2020
Q3 | $1.03M | Hold |
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|
2020
Q2 | $992K | Sell |
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|
2020
Q1 | $891K | Buy |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $456K | Buy |
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|
2019
Q2 | $99K | Buy |
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|
2019
Q1 | $93K | Sell |
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|
2018
Q4 | $93K | Buy |
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|
2018
Q3 | $107K | Sell |
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|
2018
Q2 | $106K | Sell |
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|
2018
Q1 | $124K | Buy |
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|
2017
Q4 | $125K | Buy |
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|
2017
Q3 | $120K | Sell |
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|
2017
Q2 | $166K | Buy |
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|
2017
Q1 | $159K | Buy |
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|
2016
Q4 | $103K | Buy |
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