CFG
INC

CKW Financial Group’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

CKW Financial Group’s Portfolio INC Stock Details INC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-66
Closed -$7K – 180
2017
Q4 		$7K Hold
66
– – ﹤0.01% 146
2017
Q3 		$7K Hold
66
– – ﹤0.01% 151
2017
Q2 		$7K Hold
66
– – ﹤0.01% 163
2017
Q1 		$7K Buy
66
+6
+10% +$636 ﹤0.01% 152
2016
Q4 		$6K Buy
+60
New +$6K ﹤0.01% 151

Other funds holding INC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CKW Financial Group's INC Position: Q1 2018 in Review

CKW Financial Group sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 66 shares — an estimated $7K sold.

CKW Financial Group first reported a position in INC in Q4 2016 and held it in 5 quarters. The position peaked at $7K in Q4 2017. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

  • CKW Financial Group reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q1 2018 after selling out during the quarter.
  • CKW Financial Group sold 66 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $7K.
  • CKW Financial Group first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q4 2016 and held it in 5 quarters.
  • CKW Financial Group's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $7K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q1 2018.

Based on CKW Financial Group's 13F filing for Q1 2018, filed 20 Apr 2018.