Patriot Financial Group Insurance Agency’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,271
| Closed | -$32K | – | 956 |
|
|
2018
Q1 | $32K | Hold |
1,271
| – | – | 0.02% | 388 |
|
|
2017
Q4 | $33K | Hold |
1,271
| – | – | 0.02% | 363 |
|
|
2017
Q3 | $32K | Sell |
1,271
-268
| -17% | -$6.75K | 0.03% | 327 |
|
|
2017
Q2 | $39K | Buy |
1,539
+975
| +173% | +$24.7K | 0.04% | 285 |
|
|
2017
Q1 | $14K | Sell |
564
-999
| -64% | -$24.8K | 0.01% | 438 |
|
|
2016
Q4 | $40K | Buy |
+1,563
| New | +$40K | 0.05% | 254 |
|