Patriot Financial Group Insurance Agency’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-24,652
| Closed | -$602K | – | 977 |
|
|
2018
Q1 | $602K | Sell |
24,652
-658
| -3% | -$16.1K | 0.45% | 50 |
|
|
2017
Q4 | $625K | Sell |
25,310
-162
| -0.6% | -$4K | 0.47% | 42 |
|
|
2017
Q3 | $637K | Buy |
25,472
+2,507
| +11% | +$62.7K | 0.57% | 28 |
|
|
2017
Q2 | $573K | Buy |
22,965
+468
| +2% | +$11.7K | 0.6% | 29 |
|
|
2017
Q1 | $559K | Buy |
22,497
+793
| +4% | +$19.7K | 0.59% | 25 |
|
|
2016
Q4 | $535K | Buy |
+21,704
| New | +$535K | 0.73% | 22 |
|