Prime Capital Investment Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,183
| Closed | -$227K | – | 955 |
|
2024
Q1 | $227K | Sell |
2,183
-821
| -27% | -$85.4K | ﹤0.01% | 880 |
|
2023
Q4 | $315K | Buy |
+3,004
| New | +$315K | ﹤0.01% | 721 |
|
2021
Q2 | – | Sell |
-641
| Closed | -$74K | – | 445 |
|
2021
Q1 | $74K | Sell |
641
-886
| -58% | -$102K | 0.01% | 305 |
|
2020
Q4 | $180K | Sell |
1,527
-55,523
| -97% | -$6.54M | 0.01% | 244 |
|
2020
Q3 | $6.72M | Buy |
57,050
+10,943
| +24% | +$1.29M | 0.56% | 23 |
|
2020
Q2 | $5.43M | Buy |
46,107
+4,177
| +10% | +$492K | 0.51% | 33 |
|
2020
Q1 | $4.81M | Buy |
41,930
+9,975
| +31% | +$1.14M | 0.57% | 29 |
|
2019
Q4 | $3.6M | Buy |
31,955
+24,486
| +328% | +$2.76M | 0.41% | 49 |
|
2019
Q3 | $846K | Buy |
+7,469
| New | +$846K | 0.13% | 132 |
|