Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-24,720
| Closed | -$611K | – | 980 |
|
|
2018
Q1 | $611K | Sell |
24,720
-661
| -3% | -$16.3K | 0.45% | 48 |
|
|
2017
Q4 | $631K | Sell |
25,381
-162
| -0.6% | -$4.03K | 0.47% | 41 |
|
|
2017
Q3 | $638K | Buy |
25,543
+2,518
| +11% | +$62.9K | 0.57% | 26 |
|
|
2017
Q2 | $575K | Buy |
23,025
+1,018
| +5% | +$25.4K | 0.6% | 27 |
|
|
2017
Q1 | $549K | Buy |
22,007
+224
| +1% | +$5.59K | 0.58% | 26 |
|
|
2016
Q4 | $544K | Buy |
+21,783
| New | +$544K | 0.74% | 21 |
|