Advocacy Wealth Management Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-100
| Closed | -$6K | – | 219 |
|
|
2017
Q4 | $6K | Sell |
100
-664
| -87% | -$39.8K | ﹤0.01% | 184 |
|
|
2017
Q3 | $43K | Sell |
764
-86,232
| -99% | -$4.85M | 0.02% | 74 |
|
|
2017
Q2 | $4.86M | Sell |
86,996
-48,718
| -36% | -$2.72M | 1.74% | 21 |
|
|
2017
Q1 | $7.46M | Buy |
+135,714
| New | +$7.46M | 2.6% | 20 |
|
|
2016
Q4 | – | Sell |
-157,932
| Closed | -$8.99M | – | 381 |
|
|
2016
Q3 | $8.99M | Buy |
157,932
+52,802
| +50% | +$3M | 3.48% | 13 |
|
|
2016
Q2 | $5.96M | Buy |
105,130
+51,390
| +96% | +$2.91M | 3.01% | 16 |
|
|
2016
Q1 | $2.96M | Buy |
+53,740
| New | +$2.96M | 2.06% | 19 |
|
|
2013
Q3 | – | Sell |
-8
| Closed | – | – | 310 |
|
|
2013
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 251 |
|