Burney Company’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,975
| Closed | -$212K | – | 436 |
|
|
2018
Q3 | $212K | Sell |
1,975
-264
| -12% | -$28.3K | 0.01% | 427 |
|
|
2018
Q2 | $241K | Buy |
2,239
+280
| +14% | +$30.1K | 0.01% | 401 |
|
|
2018
Q1 | $212K | Hold |
1,959
| – | – | 0.01% | 395 |
|
|
2017
Q4 | $215K | Hold |
1,959
| – | – | 0.01% | 409 |
|
|
2017
Q3 | $217K | Buy |
+1,959
| New | +$217K | 0.01% | 376 |
|
|
2017
Q1 | – | Sell |
-2,329
| Closed | -$256K | – | 398 |
|
|
2016
Q4 | $256K | Buy |
+2,329
| New | +$256K | 0.02% | 337 |
|
|
2016
Q3 | – | Sell |
-1,764
| Closed | -$200K | – | 383 |
|
|
2016
Q2 | $200K | Buy |
+1,764
| New | +$200K | 0.01% | 361 |
|