Heritage Wealth Management (Arizona)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $25.5K | Buy |
520
+260
| +100% | +$12.8K | ﹤0.01% | 620 |
|
|
2022
Q3 | $12K | Hold |
260
| – | – | ﹤0.01% | 626 |
|
|
2022
Q2 | $13.3K | Hold |
260
| – | – | ﹤0.01% | 623 |
|
|
2022
Q1 | $14K | Buy |
+260
| New | +$14K | ﹤0.01% | 667 |
|
|
2021
Q3 | – | Sell |
-110
| Closed | -$7K | – | 931 |
|
|
2021
Q2 | $7K | Hold |
110
| – | – | ﹤0.01% | 708 |
|
|
2021
Q1 | $6K | Buy |
+110
| New | +$6K | ﹤0.01% | 636 |
|