AWMS
Advocacy Wealth Management Services’s iShares US Fixed Income Balanced Risk Systematic ETF FIBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-62
| Closed | -$6K | – | 184 |
|
|
2021
Q2 | $6K | Hold |
62
| – | – | ﹤0.01% | 148 |
|
|
2021
Q1 | $6K | Hold |
62
| – | – | ﹤0.01% | 127 |
|
|
2020
Q4 | $6K | Hold |
62
| – | – | ﹤0.01% | 126 |
|
|
2020
Q3 | $6K | Hold |
62
| – | – | ﹤0.01% | 122 |
|
|
2020
Q2 | $6K | Hold |
62
| – | – | ﹤0.01% | 117 |
|
|
2020
Q1 | $6K | Hold |
62
| – | – | ﹤0.01% | 106 |
|
|
2019
Q4 | $6K | Sell |
62
-7,666
| -99% | -$742K | ﹤0.01% | 129 |
|
|
2019
Q3 | $783K | Sell |
7,728
-1,956
| -20% | -$198K | 0.52% | 20 |
|
|
2019
Q2 | $978K | Sell |
9,684
-8,156
| -46% | -$824K | 0.71% | 20 |
|
|
2019
Q1 | $1.76M | Sell |
17,840
-150,566
| -89% | -$14.9M | 1.92% | 15 |
|
|
2018
Q4 | $16.1M | Sell |
168,406
-18,005
| -10% | -$1.72M | 12.15% | 4 |
|
|
2018
Q3 | $18.1M | Buy |
186,411
+10,403
| +6% | +$1.01M | 11.12% | 4 |
|
|
2018
Q2 | $17.1M | Buy |
176,008
+11,008
| +7% | +$1.07M | 11.22% | 4 |
|
|
2018
Q1 | $16.1M | Buy |
+165,000
| New | +$16.1M | 11.09% | 4 |
|