Lee Financial’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-78
| Closed | -$3.91K | – | 472 |
|
2023
Q4 | $3.91K | Sell |
78
-388
| -83% | -$19.5K | ﹤0.01% | 595 |
|
2023
Q3 | $23.5K | Buy |
466
+59
| +14% | +$2.97K | ﹤0.01% | 285 |
|
2023
Q2 | $20.5K | Hold |
407
| – | – | ﹤0.01% | 298 |
|
2023
Q1 | $20.4K | Hold |
407
| – | – | ﹤0.01% | 305 |
|
2022
Q4 | $20.3K | Buy |
+407
| New | +$20.3K | ﹤0.01% | 341 |
|