FWM
Foresight Wealth Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-34,596
| Closed | -$2.25M | – | 102 |
|
|
2020
Q1 | $2.25M | Sell |
34,596
-30,449
| -47% | -$1.98M | 1.55% | 13 |
|
|
2019
Q4 | $5.03M | Buy |
65,045
+22,818
| +54% | +$1.76M | 3.1% | 7 |
|
|
2019
Q3 | $3.15M | Buy |
42,227
+8,071
| +24% | +$602K | 2.27% | 12 |
|
|
2019
Q2 | $2.57M | Buy |
34,156
+14,106
| +70% | +$1.06M | 1.94% | 16 |
|
|
2019
Q1 | $1.49M | Buy |
+20,050
| New | +$1.49M | 1.29% | 22 |
|