Advisornet Financial’s Invesco LadderRite 0-5 Year Corporate Bond ETF LDRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-225
| Closed | -$6K | – | 2044 |
|
|
2019
Q4 | $6K | Sell |
225
-565
| -72% | -$15.1K | ﹤0.01% | 1515 |
|
|
2019
Q3 | $20K | Hold |
790
| – | – | ﹤0.01% | 1188 |
|
|
2019
Q2 | $20K | Sell |
790
-687
| -47% | -$17.4K | ﹤0.01% | 1051 |
|
|
2019
Q1 | $37K | Sell |
1,477
-600
| -29% | -$15K | ﹤0.01% | 824 |
|
|
2018
Q4 | $51K | Sell |
2,077
-1,130
| -35% | -$27.7K | 0.01% | 690 |
|
|
2018
Q3 | $78K | Sell |
3,207
-1,213
| -27% | -$29.5K | 0.01% | 611 |
|
|
2018
Q2 | $108K | Hold |
4,420
| – | – | 0.01% | 509 |
|
|
2018
Q1 | $108K | Buy |
4,420
+2,090
| +90% | +$51.1K | 0.01% | 514 |
|
|
2017
Q4 | $58K | Buy |
+2,330
| New | +$58K | 0.01% | 615 |
|