Bogart Wealth LLC’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,322
| Closed | -$34K | – | 1258 |
|
|
2022
Q3 | $34K | Hold |
1,322
| – | – | ﹤0.01% | 357 |
|
|
2022
Q2 | $34K | Hold |
1,322
| – | – | ﹤0.01% | 351 |
|
|
2022
Q1 | $34K | Hold |
1,322
| – | – | ﹤0.01% | 318 |
|
|
2021
Q4 | $34K | Hold |
1,322
| – | – | ﹤0.01% | 312 |
|
|
2021
Q3 | $35K | Hold |
1,322
| – | – | ﹤0.01% | 290 |
|
|
2021
Q2 | $35K | Hold |
1,322
| – | – | ﹤0.01% | 276 |
|
|
2021
Q1 | $35K | Hold |
1,322
| – | – | ﹤0.01% | 257 |
|
|
2020
Q4 | $34K | Hold |
1,322
| – | – | 0.01% | 224 |
|
|
2020
Q3 | $35K | Hold |
1,322
| – | – | 0.01% | 221 |
|
|
2020
Q2 | $35K | Buy |
+1,322
| New | +$35K | 0.01% | 201 |
|