Optimum Investment Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,467
| Closed | -$61K | – | 1051 |
|
|
2019
Q3 | $61K | Hold |
2,467
| – | – | 0.02% | 473 |
|
|
2019
Q2 | $61K | Hold |
2,467
| – | – | 0.02% | 469 |
|
|
2019
Q1 | $61K | Buy |
2,467
+2,000
| +428% | +$49.5K | 0.02% | 470 |
|
|
2018
Q4 | $12K | Hold |
467
| – | – | ﹤0.01% | 738 |
|
|
2018
Q3 | $12K | Hold |
467
| – | – | ﹤0.01% | 822 |
|
|
2018
Q2 | $12K | Hold |
467
| – | – | ﹤0.01% | 826 |
|
|
2018
Q1 | $12K | Buy |
+467
| New | +$12K | ﹤0.01% | 807 |
|