Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,705
| Closed | -$201K | – | 195 |
|
|
2020
Q4 | $201K | Buy |
+1,705
| New | +$201K | 0.02% | 450 |
|
|
2020
Q3 | – | Sell |
-1,705
| Closed | -$201K | – | 102 |
|
|
2020
Q2 | $201K | Buy |
+1,705
| New | +$201K | 0.04% | 313 |
|
|
2020
Q1 | – | Sell |
-2,205
| Closed | -$248K | – | 142 |
|
|
2019
Q4 | $248K | Buy |
+2,205
| New | +$248K | 0.04% | 289 |
|
|
2015
Q4 | – | Sell |
-995
| Closed | -$110K | – | 519 |
|
|
2015
Q3 | $110K | Hold |
995
| – | – | 0.03% | 328 |
|
|
2015
Q2 | $110K | Buy |
995
+835
| +522% | +$92.3K | 0.03% | 325 |
|
|
2015
Q1 | $18K | Buy |
160
+69
| +76% | +$7.76K | ﹤0.01% | 586 |
|
|
2014
Q4 | $10K | Buy |
+91
| New | +$10K | ﹤0.01% | 632 |
|