Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-209
| Closed | -$24K | – | 966 |
|
|
2019
Q3 | $24K | Hold |
209
| – | – | 0.01% | 647 |
|
|
2019
Q2 | $23K | Hold |
209
| – | – | 0.01% | 648 |
|
|
2019
Q1 | $23K | Hold |
209
| – | – | 0.01% | 658 |
|
|
2018
Q4 | $23K | Hold |
209
| – | – | 0.01% | 627 |
|
|
2018
Q3 | $22K | Hold |
209
| – | – | 0.01% | 703 |
|
|
2018
Q2 | $23K | Hold |
209
| – | – | 0.01% | 700 |
|
|
2018
Q1 | $23K | Buy |
+209
| New | +$23K | 0.01% | 681 |
|
|
2015
Q1 | $31K | Hold |
274
| – | – | 0.01% | 601 |
|
|
2014
Q4 | $30K | Hold |
274
| – | – | 0.01% | 623 |
|
|
2014
Q3 | $30K | Hold |
274
| – | – | 0.01% | 565 |
|
|
2014
Q2 | $30K | Hold |
274
| – | – | 0.01% | 585 |
|
|
2014
Q1 | $30K | Buy |
274
+65
| +31% | +$7.12K | 0.01% | 450 |
|
|
2013
Q4 | $23K | Hold |
209
| – | – | 0.01% | 490 |
|
|
2013
Q3 | $23K | Buy |
+209
| New | +$23K | 0.01% | 469 |
|