Ausdal Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,537
| Closed | -$506K | – | 483 |
|
|
2022
Q3 | $506K | Buy |
10,537
+356
| +3% | +$17.1K | 0.08% | 238 |
|
|
2022
Q2 | $519K | Buy |
10,181
+731
| +8% | +$37.3K | 0.08% | 254 |
|
|
2022
Q1 | $520K | Buy |
9,450
+308
| +3% | +$16.9K | 0.07% | 275 |
|
|
2021
Q4 | $546K | Hold |
9,142
| – | – | 0.07% | 263 |
|
|
2021
Q3 | $549K | Buy |
+9,142
| New | +$549K | 0.08% | 256 |
|
|
2016
Q1 | – | Sell |
-1,414
| Closed | -$75K | – | 979 |
|
|
2015
Q4 | $75K | Buy |
+1,414
| New | +$75K | 0.04% | 359 |
|