AWMS
INC
Advocacy Wealth Management Services’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-152,348
| Closed | -$15.3M | – | 230 |
|
|
2017
Q4 | $15.3M | Sell |
152,348
-101,057
| -40% | -$10.1M | 10.51% | 4 |
|
|
2017
Q3 | $25.6M | Buy |
253,405
+159,274
| +169% | +$16.1M | 10.23% | 4 |
|
|
2017
Q2 | $9.46M | Buy |
94,131
+89,060
| +1,756% | +$8.95M | 3.39% | 12 |
|
|
2017
Q1 | $505K | Buy |
5,071
+4,799
| +1,764% | +$478K | 0.18% | 29 |
|
|
2016
Q4 | $27K | Buy |
+272
| New | +$27K | 0.01% | 119 |
|