Ladenburg Thalmann Financial Services’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-14,271
| Closed | -$1.43M | – | 5400 |
|
|
2017
Q4 | $1.43M | Buy |
14,271
+7,230
| +103% | +$724K | 0.01% | 857 |
|
|
2017
Q3 | $710K | Buy |
7,041
+711
| +11% | +$71.7K | 0.01% | 1219 |
|
|
2017
Q2 | $636K | Buy |
6,330
+1,403
| +28% | +$141K | 0.01% | 1229 |
|
|
2017
Q1 | $491K | Buy |
4,927
+90
| +2% | +$8.97K | 0.01% | 1330 |
|
|
2016
Q4 | $479K | Buy |
4,837
+3,112
| +180% | +$308K | 0.01% | 1282 |
|
|
2016
Q3 | $175K | Sell |
1,725
-100
| -5% | -$10.1K | ﹤0.01% | 1849 |
|
|
2016
Q2 | $183K | Buy |
1,825
+45
| +3% | +$4.51K | ﹤0.01% | 1742 |
|
|
2016
Q1 | $175K | Hold |
1,780
| – | – | ﹤0.01% | 1700 |
|
|
2015
Q4 | $173K | Buy |
+1,780
| New | +$173K | ﹤0.01% | 1676 |
|