Lido Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-38,379
| Closed | -$4.52M | – | 582 |
|
|
2020
Q2 | $4.52M | Buy |
38,379
+548
| +1% | +$64.5K | 0.14% | 89 |
|
|
2020
Q1 | $4.34M | Buy |
37,831
+2,128
| +6% | +$244K | 0.18% | 70 |
|
|
2019
Q4 | $4.02M | Buy |
35,703
+6,163
| +21% | +$694K | 0.16% | 85 |
|
|
2019
Q3 | $3.35M | Buy |
29,540
+3,168
| +12% | +$359K | 0.17% | 80 |
|
|
2019
Q2 | $2.96M | Buy |
26,372
+3,495
| +15% | +$392K | 0.17% | 78 |
|
|
2019
Q1 | $2.52M | Buy |
22,877
+1,251
| +6% | +$138K | 0.16% | 80 |
|
|
2018
Q4 | $2.34M | Buy |
21,626
+2,401
| +12% | +$260K | 0.23% | 59 |
|
|
2018
Q3 | $2.06M | Buy |
19,225
+2,006
| +12% | +$215K | 0.2% | 66 |
|
|
2018
Q2 | $1.86M | Buy |
17,219
+1,135
| +7% | +$122K | 0.21% | 64 |
|
|
2018
Q1 | $1.74M | Buy |
+16,084
| New | +$1.74M | 0.24% | 56 |
|
|
2017
Q4 | – | Sell |
-3,044
| Closed | -$336K | – | 304 |
|
|
2017
Q3 | $336K | Sell |
3,044
-3,287
| -52% | -$363K | 0.05% | 188 |
|
|
2017
Q2 | $701K | Buy |
6,331
+2,310
| +57% | +$256K | 0.15% | 87 |
|
|
2017
Q1 | $444K | Buy |
+4,021
| New | +$444K | 0.12% | 112 |
|