Cambridge Investment Research Advisors’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,552
| Closed | -$556K | – | 2303 |
|
|
2017
Q4 | $556K | Sell |
5,552
-20,033
| -78% | -$2.01M | 0.01% | 1264 |
|
|
2017
Q3 | $2.58M | Sell |
25,585
-600
| -2% | -$60.5K | 0.03% | 453 |
|
|
2017
Q2 | $2.63M | Buy |
26,185
+935
| +4% | +$93.9K | 0.04% | 419 |
|
|
2017
Q1 | $2.52M | Buy |
25,250
+8,351
| +49% | +$832K | 0.04% | 387 |
|
|
2016
Q4 | $1.68M | Buy |
+16,899
| New | +$1.68M | 0.03% | 486 |
|