Patriot Financial Group Insurance Agency’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,294
| Closed | -$32K | – | 981 |
|
|
2018
Q1 | $32K | Hold |
1,294
| – | – | 0.02% | 389 |
|
|
2017
Q4 | $33K | Hold |
1,294
| – | – | 0.02% | 364 |
|
|
2017
Q3 | $33K | Sell |
1,294
-271
| -17% | -$6.91K | 0.03% | 320 |
|
|
2017
Q2 | $39K | Buy |
1,565
+1,294
| +477% | +$32.2K | 0.04% | 287 |
|
|
2017
Q1 | $7K | Sell |
271
-1,318
| -83% | -$34K | 0.01% | 578 |
|
|
2016
Q4 | $40K | Buy |
+1,589
| New | +$40K | 0.05% | 255 |
|