Patriot Financial Group Insurance Agency’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,436
| Closed | -$80K | – | 1855 |
|
|
2020
Q1 | $80K | Hold |
1,436
| – | – | 0.04% | 355 |
|
|
2019
Q4 | $84K | Hold |
1,436
| – | – | 0.03% | 373 |
|
|
2019
Q3 | $84K | Hold |
1,436
| – | – | 0.04% | 344 |
|
|
2019
Q2 | $82K | Hold |
1,436
| – | – | 0.04% | 350 |
|
|
2019
Q1 | $79K | Hold |
1,436
| – | – | 0.04% | 315 |
|
|
2018
Q4 | $76K | Hold |
1,436
| – | – | 0.05% | 256 |
|
|
2018
Q3 | $77K | Buy |
1,436
+516
| +56% | +$27.7K | 0.05% | 239 |
|
|
2018
Q2 | $49K | Buy |
920
+404
| +78% | +$21.5K | 0.05% | 186 |
|
|
2018
Q1 | $28K | Buy |
+516
| New | +$28K | 0.02% | 410 |
|