CWG
Cornerstone Wealth Group’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-29,245
| Closed | -$3.3M | – | 128 |
|
|
2019
Q4 | $3.3M | Buy |
29,245
+1,163
| +4% | +$131K | 0.89% | 31 |
|
|
2019
Q3 | $3.18M | Buy |
28,082
+91
| +0.3% | +$10.3K | 0.8% | 34 |
|
|
2019
Q2 | $3.14M | Buy |
27,991
+474
| +2% | +$53.2K | 0.85% | 27 |
|
|
2019
Q1 | $3.03M | Buy |
+27,517
| New | +$3.03M | 0.76% | 27 |
|