Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-51,930
| Closed | -$1.31M | – | 628 |
|
|
2020
Q3 | $1.31M | Hold |
51,930
| – | – | 0.39% | 64 |
|
|
2020
Q2 | $1.32M | Sell |
51,930
-1,600
| -3% | -$40.5K | 0.43% | 64 |
|
|
2020
Q1 | $1.35M | Buy |
53,530
+880
| +2% | +$22.2K | 0.51% | 61 |
|
|
2019
Q4 | $1.33M | Buy |
52,650
+2,050
| +4% | +$51.9K | 0.42% | 65 |
|
|
2019
Q3 | $1.28M | Buy |
50,600
+3,499
| +7% | +$88.8K | 0.44% | 66 |
|
|
2019
Q2 | $1.19M | Buy |
47,101
+1,701
| +4% | +$43.1K | 0.42% | 65 |
|
|
2019
Q1 | $1.15M | Buy |
45,400
+5,700
| +14% | +$144K | 0.42% | 66 |
|
|
2018
Q4 | $992K | Buy |
+39,700
| New | +$992K | 0.4% | 67 |
|