Proficio Capital Partners’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,043
| Closed | -$77K | – | 1387 |
|
|
2018
Q1 | $77K | Hold |
3,043
| – | – | 0.02% | 255 |
|
|
2017
Q4 | $76K | Hold |
3,043
| – | – | 0.02% | 264 |
|
|
2017
Q3 | $77K | Hold |
3,043
| – | – | 0.03% | 294 |
|
|
2017
Q2 | $77K | Hold |
3,043
| – | – | 0.03% | 300 |
|
|
2017
Q1 | $77K | Buy |
3,043
+663
| +28% | +$16.8K | 0.03% | 291 |
|
|
2016
Q4 | $60K | Hold |
2,380
| – | – | 0.03% | 236 |
|
|
2016
Q3 | $60K | Hold |
2,380
| – | – | 0.03% | 238 |
|
|
2016
Q2 | $60K | Hold |
2,380
| – | – | 0.04% | 238 |
|
|
2016
Q1 | $60K | Hold |
2,380
| – | – | 0.05% | 191 |
|
|
2015
Q4 | $59K | Buy |
+2,380
| New | +$59K | 0.06% | 131 |
|