Altavista Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,848
| Closed | -$202K | – | 109 |
|
|
2014
Q4 | $202K | Sell |
3,848
-720
| -16% | -$37.8K | 0.12% | 111 |
|
|
2014
Q3 | $240K | Sell |
4,568
-2,000
| -30% | -$105K | 0.15% | 102 |
|
|
2014
Q2 | $347K | Buy |
6,568
+250
| +4% | +$13.2K | 0.22% | 89 |
|
|
2014
Q1 | $333K | Hold |
6,318
| – | – | 0.2% | 92 |
|
|
2013
Q4 | $333K | Sell |
6,318
-970
| -13% | -$51.1K | 0.2% | 93 |
|
|
2013
Q3 | $384K | Buy |
7,288
+48
| +0.7% | +$2.53K | 0.25% | 82 |
|
|
2013
Q2 | $380K | Buy |
+7,240
| New | +$380K | 0.26% | 78 |
|