Colton Groome Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,230
| Closed | -$332K | – | 114 |
|
|
2023
Q2 | $332K | Hold |
3,230
| – | – | 0.16% | 91 |
|
|
2023
Q1 | $338K | Buy |
3,230
+335
| +12% | +$35K | 0.16% | 99 |
|
|
2022
Q4 | $297K | Sell |
2,895
-3,630
| -56% | -$372K | 0.15% | 101 |
|
|
2022
Q3 | $664K | Buy |
6,525
+3,875
| +146% | +$394K | 0.34% | 51 |
|
|
2022
Q2 | $280K | Sell |
2,650
-55
| -2% | -$5.81K | 0.14% | 79 |
|
|
2022
Q1 | $294K | Sell |
2,705
-11,495
| -81% | -$1.25M | 0.14% | 85 |
|
|
2021
Q4 | $1.62M | Buy |
+14,200
| New | +$1.62M | 0.66% | 40 |
|