Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,404
| Closed | -$493K | – | 258 |
|
|
2017
Q4 | $493K | Buy |
+6,404
| New | +$493K | 0.31% | 72 |
|
|
2017
Q1 | – | Sell |
-974
| Closed | -$74K | – | 255 |
|
|
2016
Q4 | $74K | Sell |
974
-23,174
| -96% | -$1.76M | 0.06% | 97 |
|
|
2016
Q3 | $1.79M | Buy |
24,148
+791
| +3% | +$58.7K | 1.36% | 23 |
|
|
2016
Q2 | $1.69M | Buy |
23,357
+302
| +1% | +$21.8K | 1.39% | 25 |
|
|
2016
Q1 | $1.67M | Sell |
23,055
-313
| -1% | -$22.7K | 1.56% | 16 |
|
|
2015
Q4 | $1.71M | Buy |
+23,368
| New | +$1.71M | 1.63% | 16 |
|