Insight Wealth Strategies’s iShares Systematic Bond ETF SYSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,310
| Closed | -$340K | – | 225 |
|
|
2020
Q4 | $340K | Sell |
3,310
-56
| -2% | -$5.75K | 0.06% | 150 |
|
|
2020
Q3 | $342K | Buy |
3,366
+21
| +0.6% | +$2.13K | 0.06% | 130 |
|
|
2020
Q2 | $339K | Buy |
3,345
+18
| +0.5% | +$1.82K | 0.08% | 117 |
|
|
2020
Q1 | $325K | Sell |
3,327
-1,202
| -27% | -$117K | 0.09% | 107 |
|
|
2019
Q4 | $462K | Buy |
4,529
+2,432
| +116% | +$248K | 0.1% | 134 |
|
|
2019
Q3 | $213K | Buy |
+2,097
| New | +$213K | 0.05% | 180 |
|