Commonwealth Equity Services’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,192
| Closed | -$220K | – | 2848 |
|
|
2017
Q4 | $220K | Buy |
+2,192
| New | +$220K | ﹤0.01% | 2303 |
|
|
2017
Q1 | – | Sell |
-10,610
| Closed | -$1.05M | – | 2534 |
|
|
2016
Q4 | $1.05M | Sell |
10,610
-1,644
| -13% | -$163K | 0.01% | 1011 |
|
|
2016
Q3 | $1.24M | Buy |
12,254
+5,958
| +95% | +$604K | 0.01% | 897 |
|
|
2016
Q2 | $632K | Buy |
+6,296
| New | +$632K | 0.01% | 1215 |
|