Physician Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,198
| Closed | -$349K | – | 157 |
|
|
2022
Q3 | $349K | Sell |
7,198
-125
| -2% | -$6.06K | 0.11% | 95 |
|
|
2022
Q2 | $384K | Buy |
7,323
+5
| +0.1% | +$262 | 0.11% | 98 |
|
|
2022
Q1 | $383K | Buy |
7,318
+215
| +3% | +$11.3K | 0.1% | 101 |
|
|
2021
Q4 | $417K | Buy |
7,103
+55
| +0.8% | +$3.23K | 0.11% | 95 |
|
|
2021
Q3 | $424K | Buy |
7,048
+146
| +2% | +$8.78K | 0.12% | 92 |
|
|
2021
Q2 | $422K | Sell |
6,902
-4,668
| -40% | -$285K | 0.12% | 90 |
|
|
2021
Q1 | $683K | Buy |
11,570
+531
| +5% | +$31.3K | 0.22% | 64 |
|
|
2020
Q4 | $670K | Buy |
11,039
+101
| +0.9% | +$6.13K | 0.23% | 64 |
|
|
2020
Q3 | $661K | Buy |
10,938
+24
| +0.2% | +$1.45K | 0.27% | 52 |
|
|
2020
Q2 | $676K | Buy |
+10,914
| New | +$676K | 0.27% | 55 |
|