Patriot Financial Group Insurance Agency’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,869
| Closed | -$199K | – | 967 |
|
|
2018
Q1 | $199K | Sell |
7,869
-735
| -9% | -$18.6K | 0.15% | 135 |
|
|
2017
Q4 | $219K | Sell |
8,604
-447
| -5% | -$11.4K | 0.16% | 114 |
|
|
2017
Q3 | $231K | Hold |
9,051
| – | – | 0.21% | 96 |
|
|
2017
Q2 | $231K | Buy |
9,051
+2,850
| +46% | +$72.7K | 0.24% | 85 |
|
|
2017
Q1 | $158K | Sell |
6,201
-1,587
| -20% | -$40.4K | 0.17% | 111 |
|
|
2016
Q4 | $198K | Buy |
+7,788
| New | +$198K | 0.27% | 77 |
|