MSI Financial Services’s ISHARES TR FINLS BD ETF MONY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-237
| Closed | -$12K | – | 3556 |
|
|
2015
Q2 | $12K | Sell |
237
-99
| -29% | -$5.01K | ﹤0.01% | 2059 |
|
|
2015
Q1 | $19K | Buy |
336
+2
| +0.6% | +$113 | ﹤0.01% | 1844 |
|
|
2014
Q4 | $18K | Buy |
334
+1
| +0.3% | +$54 | ﹤0.01% | 1577 |
|
|
2014
Q3 | $18K | Sell |
333
-189
| -36% | -$10.2K | ﹤0.01% | 1552 |
|
|
2014
Q2 | $28K | Buy |
522
+361
| +224% | +$19.4K | ﹤0.01% | 1356 |
|
|
2014
Q1 | $8K | Hold |
161
| – | – | ﹤0.01% | 1849 |
|
|
2013
Q4 | $8K | Sell |
161
-151
| -48% | -$7.5K | ﹤0.01% | 1807 |
|
|
2013
Q3 | $16K | Sell |
312
-237
| -43% | -$12.2K | ﹤0.01% | 1301 |
|
|
2013
Q2 | $28K | Buy |
+549
| New | +$28K | 0.01% | 1118 |
|