Zullo Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,022
| Closed | -$202K | – | 153 |
|
|
2024
Q3 | $202K | Buy |
+1,022
| New | +$202K | 0.08% | 145 |
|
|
2023
Q1 | – | Sell |
-1,028
| Closed | -$149K | – | 428 |
|
|
2022
Q4 | $149K | Buy |
1,028
+25
| +2% | +$3.63K | 0.09% | 161 |
|
|
2022
Q3 | $129K | Sell |
1,003
-6
| -0.6% | -$772 | 0.08% | 176 |
|
|
2022
Q2 | $139K | Hold |
1,009
| – | – | 0.09% | 171 |
|
|
2022
Q1 | $157K | Hold |
1,009
| – | – | 0.08% | 178 |
|
|
2021
Q4 | $158K | Buy |
+1,009
| New | +$158K | 0.08% | 182 |
|