Beaumont Financial Advisors’s iShares International Treasury Bond ETF ISHG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-1,902
| Closed | -$184K | – | 172 |
|
2014
Q2 | $184K | Buy |
+1,902
| New | +$184K | 0.01% | 157 |
|
2014
Q1 | – | Sell |
-2,510
| Closed | -$237K | – | 144 |
|
2013
Q4 | $237K | Sell |
2,510
-577
| -19% | -$54.5K | 0.02% | 135 |
|
2013
Q3 | $294K | Buy |
3,087
+746
| +32% | +$71K | 0.03% | 124 |
|
2013
Q2 | $215K | Buy |
+2,341
| New | +$215K | 0.02% | 141 |
|