GWA
IBDJ
Guidant Wealth Advisors’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,892
| Closed | -$71K | – | 258 |
|
|
2017
Q2 | $71K | Sell |
2,892
-329
| -10% | -$8.08K | 0.04% | 97 |
|
|
2017
Q1 | $79K | Hold |
3,221
| – | – | 0.04% | 94 |
|
|
2016
Q4 | $80K | Hold |
3,221
| – | – | 0.05% | 85 |
|
|
2016
Q3 | $80K | Buy |
+3,221
| New | +$80K | 0.05% | 82 |
|