Elmwood Wealth Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,862
| Closed | -$1.03M | – | 201 |
|
|
2021
Q4 | $1.03M | Buy |
+13,862
| New | +$1.03M | 0.49% | 67 |
|
|
2021
Q2 | $1M | Buy |
+13,082
| New | +$1M | 0.53% | 66 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$76.2K | – | 296 |
|
|
2020
Q1 | $76.2K | Buy |
+1,000
| New | +$76.2K | 0.07% | 111 |
|
|
2018
Q4 | – | Sell |
-13,980
| Closed | -$1.06M | – | 298 |
|
|
2018
Q3 | $1.06M | Buy |
13,980
+700
| +5% | +$53K | 0.88% | 43 |
|
|
2018
Q2 | $982K | Buy |
13,280
+12,280
| +1,228% | +$908K | 0.89% | 40 |
|
|
2018
Q1 | $76.2K | Buy |
+1,000
| New | +$76.2K | 0.07% | 111 |
|