Carroll Financial Associates’s iShares Systematic Bond ETF SYSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,419
| Closed | -$243K | – | 1821 |
|
|
2021
Q2 | $243K | Buy |
+2,419
| New | +$243K | 0.01% | 371 |
|
|
2020
Q3 | – | Sell |
-290
| Closed | -$29K | – | 1553 |
|
|
2020
Q2 | $29K | Buy |
+290
| New | +$29K | ﹤0.01% | 785 |
|
|
2020
Q1 | – | Sell |
-2,885
| Closed | -$294K | – | 1520 |
|
|
2019
Q4 | $294K | Sell |
2,885
-1,609
| -36% | -$164K | 0.02% | 284 |
|
|
2019
Q3 | $455K | Buy |
+4,494
| New | +$455K | 0.04% | 227 |
|