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Core Wealth Advisors’s iShares Convertible Bond ETF ICVT Stock Holding History

Core Wealth Advisors’s Portfolio ICVT Stock Details ICVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-504
Closed -$36K – 167
2020
Q2 		$36K Sell
504
-4,547
-90% -$325K 0.03% 62
2020
Q1 		$275K Buy
5,051
+198
+4% +$10.8K 0.21% 27
2019
Q4 		$304K Buy
+4,853
New +$304K 0.17% 29