Ogorek Anthony Joseph’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,269
| Closed | -$32K | – | 319 |
|
|
2024
Q3 | $32K | Sell |
1,269
-5,976
| -82% | -$151K | 0.01% | 143 |
|
|
2024
Q2 | $182K | Sell |
7,245
-1,693
| -19% | -$42.5K | 0.06% | 62 |
|
|
2024
Q1 | $223K | Sell |
8,938
-164,280
| -95% | -$4.1M | 0.08% | 56 |
|
|
2023
Q4 | $4.31M | Buy |
173,218
+4,537
| +3% | +$113K | 1.57% | 19 |
|
|
2023
Q3 | $4.17M | Buy |
168,681
+2,985
| +2% | +$73.8K | 1.65% | 19 |
|
|
2023
Q2 | $4.08M | Buy |
165,696
+95,026
| +134% | +$2.34M | 1.56% | 21 |
|
|
2023
Q1 | $1.74M | Buy |
+70,670
| New | +$1.74M | 0.71% | 39 |
|