Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $528K | Hold |
4,638
| – | – | 0.16% | 95 |
|
|
2021
Q3 | $534K | Hold |
4,638
| – | – | 0.18% | 85 |
|
|
2021
Q2 | $536K | Sell |
4,638
-3,294
| -42% | -$381K | 0.19% | 82 |
|
|
2021
Q1 | $911K | Buy |
7,932
+3,294
| +71% | +$378K | 0.36% | 57 |
|
|
2020
Q4 | $546K | Hold |
4,638
| – | – | 0.22% | 80 |
|
|
2020
Q3 | $1.73K | Hold |
4,638
| – | – | 0.81% | 22 |
|
|
2020
Q2 | $546K | Hold |
4,638
| – | – | 0.3% | 61 |
|
|
2020
Q1 | $532K | Hold |
4,638
| – | – | 0.36% | 59 |
|
|
2019
Q4 | $523K | Hold |
4,638
| – | – | 0.32% | 76 |
|
|
2019
Q3 | $525K | Hold |
4,638
| – | – | 0.24% | 79 |
|
|
2019
Q2 | $521K | Hold |
4,638
| – | – | 0.33% | 73 |
|
|
2019
Q1 | $511K | Hold |
4,638
| – | – | 0.36% | 74 |
|
|
2018
Q4 | $502K | Buy |
+4,638
| New | +$502K | 0.42% | 74 |
|
|
2018
Q2 | – | Sell |
-3,275
| Closed | -$355K | – | 499 |
|
|
2018
Q1 | $355K | Hold |
3,275
| – | – | 0.27% | 95 |
|
|
2017
Q4 | $359K | Hold |
3,275
| – | – | 0.27% | 93 |
|
|
2017
Q3 | $363K | Buy |
+3,275
| New | +$363K | 0.3% | 87 |
|