GeoWealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4
| Closed | – | – | 696 |
|
|
2023
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 502 |
|
|
2023
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 451 |
|
|
2023
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 405 |
|
|
2022
Q4 | $0 | Sell |
4
-85
| -96% | – | ﹤0.01% | 375 |
|
|
2022
Q3 | $9K | Sell |
89
-14
| -14% | -$1.42K | ﹤0.01% | 334 |
|
|
2022
Q2 | $11K | Sell |
103
-69
| -40% | -$7.37K | ﹤0.01% | 326 |
|
|
2022
Q1 | $18K | Buy |
172
+3
| +2% | +$314 | ﹤0.01% | 372 |
|
|
2021
Q4 | $19K | Buy |
169
+28
| +20% | +$3.15K | ﹤0.01% | 357 |
|
|
2021
Q3 | $16K | Buy |
+141
| New | +$16K | ﹤0.01% | 378 |
|