KLI
Kelman-Lazarov Inc’s BlackRock Core Bond Trust BHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-242,804
| Closed | -$3.37M | – | 121 |
|
|
2017
Q2 | $3.37M | Sell |
242,804
-850
| -0.3% | -$11.8K | 1.85% | 14 |
|
|
2017
Q1 | $3.25M | Buy |
243,654
+5,190
| +2% | +$69.3K | 2.09% | 15 |
|
|
2016
Q4 | $3.1M | Buy |
238,464
+5,700
| +2% | +$74.2K | 1.75% | 16 |
|
|
2016
Q3 | $3.29M | Buy |
232,764
+4,364
| +2% | +$61.6K | 1.86% | 14 |
|
|
2016
Q2 | $3.2M | Buy |
228,400
+1,550
| +0.7% | +$21.7K | 1.83% | 16 |
|
|
2016
Q1 | $3.04M | Buy |
+226,850
| New | +$3.04M | 1.78% | 14 |
|