Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $54K | Buy |
+475
| New | +$54K | ﹤0.01% | 1440 |
|
|
2021
Q2 | – | Sell |
-475
| Closed | -$55K | – | 2648 |
|
|
2021
Q1 | $55K | Hold |
475
| – | – | ﹤0.01% | 1240 |
|
|
2020
Q4 | $56K | Buy |
475
+250
| +111% | +$29.5K | 0.01% | 1169 |
|
|
2020
Q3 | $26K | Buy |
+225
| New | +$26K | ﹤0.01% | 1318 |
|
|
2020
Q2 | – | Sell |
-225
| Closed | -$26K | – | 1128 |
|
|
2020
Q1 | $26K | Hold |
225
| – | – | ﹤0.01% | 1179 |
|
|
2019
Q4 | $25K | Hold |
225
| – | – | ﹤0.01% | 1445 |
|
|
2019
Q3 | $25K | Hold |
225
| – | – | ﹤0.01% | 1350 |
|
|
2019
Q2 | $25K | Buy |
+225
| New | +$25K | ﹤0.01% | 1386 |
|
|
2014
Q4 | – | Sell |
-10
| Closed | -$1K | – | 2077 |
|
|
2014
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 2422 |
|
|
2014
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1146 |
|