BDO Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,530
| Closed | -$178K | – | 1208 |
|
|
2020
Q4 | $178K | Sell |
3,530
-1,100
| -24% | -$55.5K | 0.03% | 241 |
|
|
2020
Q3 | $234K | Sell |
4,630
-1,600
| -26% | -$80.9K | 0.04% | 204 |
|
|
2020
Q2 | $315K | Sell |
6,230
-50
| -0.8% | -$2.53K | 0.06% | 168 |
|
|
2020
Q1 | $314K | Hold |
6,280
| – | – | 0.06% | 153 |
|
|
2019
Q4 | $316K | Hold |
6,280
| – | – | 0.08% | 149 |
|
|
2019
Q3 | $316K | Hold |
6,280
| – | – | 0.08% | 147 |
|
|
2019
Q2 | $316K | Buy |
+6,280
| New | +$316K | 0.09% | 139 |
|