American Economic Planning Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,508
| Closed | -$488K | – | 88 |
|
|
2018
Q4 | $488K | Hold |
4,508
| – | – | 0.16% | 48 |
|
|
2018
Q3 | $485K | Hold |
4,508
| – | – | 0.17% | 39 |
|
|
2018
Q2 | $487K | Hold |
4,508
| – | – | 0.18% | 41 |
|
|
2018
Q1 | $487K | Hold |
4,508
| – | – | 0.18% | 45 |
|
|
2017
Q4 | $497K | Buy |
4,508
+1,808
| +67% | +$199K | 0.18% | 42 |
|
|
2017
Q3 | $301K | Buy |
+2,700
| New | +$301K | 0.11% | 56 |
|