LPL Financial’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 |
-20,350
| Closed | -$2.04M | – | 3292 |
|
|
2017
Q4 | $2.04M | Buy |
20,350
+5,358
| +36% | +$537K | 0.01% | 1043 |
|
|
2017
Q3 | $1.51M | Buy |
14,992
+3,941
| +36% | +$397K | 0.01% | 1144 |
|
|
2017
Q2 | $1.11M | Buy |
11,051
+6,132
| +125% | +$616K | ﹤0.01% | 1302 |
|
|
2017
Q1 | $490K | Buy |
4,919
+2,238
| +83% | +$223K | ﹤0.01% | 1823 |
|
|
2016
Q4 | $266K | Buy |
+2,681
| New | +$266K | ﹤0.01% | 2272 |
|