Resurgent Financial Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-500
| Closed | -$25.2K | – | 318 |
|
|
2023
Q4 | $25.2K | Hold |
500
| – | – | 0.02% | 448 |
|
|
2023
Q3 | $25.2K | Hold |
500
| – | – | 0.02% | 445 |
|
|
2023
Q2 | $25.2K | Hold |
500
| – | – | 0.02% | 449 |
|
|
2023
Q1 | $25.1K | Sell |
500
-700
| -58% | -$35.2K | 0.02% | 442 |
|
|
2022
Q4 | $60K | Buy |
+1,200
| New | +$60K | 0.03% | 391 |
|