Advocacy Wealth Management Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-500
| Closed | -$27K | – | 125 |
|
|
2019
Q4 | $27K | Hold |
500
| – | – | 0.01% | 79 |
|
|
2019
Q3 | $27K | Hold |
500
| – | – | 0.02% | 78 |
|
|
2019
Q2 | $27K | Buy |
+500
| New | +$27K | 0.02% | 79 |
|
|
2017
Q4 | – | Sell |
-326
| Closed | -$17K | – | 234 |
|
|
2017
Q3 | $17K | Hold |
326
| – | – | 0.01% | 145 |
|
|
2017
Q2 | $17K | Hold |
326
| – | – | 0.01% | 149 |
|
|
2017
Q1 | $17K | Sell |
326
-24
| -7% | -$1.25K | 0.01% | 162 |
|
|
2016
Q4 | $18K | Buy |
+350
| New | +$18K | 0.01% | 150 |
|