Bogart Wealth LLC’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,427
| Closed | -$112K | – | 1390 |
|
|
2024
Q3 | $112K | Hold |
4,427
| – | – | 0.01% | 296 |
|
|
2024
Q2 | $111K | Hold |
4,427
| – | – | 0.01% | 287 |
|
|
2024
Q1 | $111K | Sell |
4,427
-66
| -1% | -$1.65K | 0.01% | 269 |
|
|
2023
Q4 | $112K | Buy |
4,493
+1,956
| +77% | +$48.7K | 0.01% | 255 |
|
|
2023
Q3 | $62.7K | Buy |
+2,537
| New | +$62.7K | ﹤0.01% | 305 |
|