Patriot Financial Group Insurance Agency’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,822
| Closed | -$198K | – | 978 |
|
|
2018
Q1 | $198K | Sell |
7,822
-727
| -9% | -$18.4K | 0.15% | 138 |
|
|
2017
Q4 | $218K | Sell |
8,549
-445
| -5% | -$11.3K | 0.16% | 116 |
|
|
2017
Q3 | $233K | Hold |
8,994
| – | – | 0.21% | 94 |
|
|
2017
Q2 | $232K | Buy |
8,994
+430
| +5% | +$11.1K | 0.24% | 84 |
|
|
2017
Q1 | $219K | Buy |
8,564
+842
| +11% | +$21.5K | 0.23% | 82 |
|
|
2016
Q4 | $196K | Buy |
+7,722
| New | +$196K | 0.27% | 79 |
|