Oliver Lagore Vanvalin Investment Group’s iShares Convertible Bond ETF ICVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4K | Buy |
+232
| New | +$19.4K | 0.01% | 344 |
|
|
2024
Q4 | $22.2K | Buy |
262
+103
| +65% | +$8.74K | 0.01% | 348 |
|
|
2024
Q3 | $13.3K | Sell |
159
-1
| -0.6% | -$84 | ﹤0.01% | 397 |
|
|
2024
Q2 | $12.6K | Buy |
160
+6
| +4% | +$472 | ﹤0.01% | 391 |
|
|
2024
Q1 | $12.3K | Buy |
154
+141
| +1,085% | +$11.3K | ﹤0.01% | 384 |
|
|
2023
Q4 | $1.02K | Sell |
13
-37
| -74% | -$2.91K | ﹤0.01% | 653 |
|
|
2023
Q3 | $3.71K | Buy |
+50
| New | +$3.71K | ﹤0.01% | 595 |
|
|
2023
Q2 | – | Sell |
-29
| Closed | -$2.11K | – | 806 |
|
|
2023
Q1 | $2.11K | Sell |
29
-1,059
| -97% | -$76.9K | ﹤0.01% | 578 |
|
|
2022
Q4 | $75.6K | Sell |
1,088
-548
| -33% | -$38.1K | 0.04% | 146 |
|
|
2022
Q3 | $113K | Sell |
1,636
-885
| -35% | -$61.1K | 0.07% | 115 |
|
|
2022
Q2 | $175K | Buy |
2,521
+2,454
| +3,663% | +$170K | 0.1% | 96 |
|
|
2022
Q1 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 392 |
|