HCIA
Hochman Cole Investment Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $9.38M | Sell |
185,797
-11,082
| -6% | -$560K | 3.68% | 7 |
|
|
2021
Q2 | $9.95M | Sell |
196,879
-28,566
| -13% | -$1.44M | 3.97% | 6 |
|
|
2021
Q1 | $11.4M | Sell |
225,445
-7,287
| -3% | -$368K | 4.78% | 5 |
|
|
2020
Q4 | $11.8M | Buy |
232,732
+36,521
| +19% | +$1.85M | 5.06% | 5 |
|
|
2020
Q3 | $9.92M | Buy |
196,211
+66,760
| +52% | +$3.38M | 4.89% | 5 |
|
|
2020
Q2 | $6.55M | Buy |
129,451
+24,531
| +23% | +$1.24M | 3.61% | 6 |
|
|
2020
Q1 | $5.24M | Sell |
104,920
-103,368
| -50% | -$5.16M | 3.6% | 7 |
|
|
2019
Q4 | $10.5M | Buy |
208,288
+158,244
| +316% | +$7.96M | 5.71% | 4 |
|
|
2019
Q3 | $2.52M | Sell |
50,044
-3,106
| -6% | -$157K | 1.57% | 18 |
|
|
2019
Q2 | $2.68M | Sell |
53,150
-6,486
| -11% | -$327K | 1.6% | 19 |
|
|
2019
Q1 | $3M | Sell |
59,636
-5,275
| -8% | -$265K | 1.79% | 17 |
|
|
2018
Q4 | $3.25M | Buy |
+64,911
| New | +$3.25M | 2.23% | 12 |
|