Sargent Bickham Lagudis’s iShares Convertible Bond ETF ICVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $163K | Sell |
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|
2022
Q3 | $173K | Hold |
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|
2022
Q2 | $174K | Buy |
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|
2022
Q1 | $25K | Sell |
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|
2021
Q4 | $152K | Sell |
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|
2021
Q3 | $243K | Sell |
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|
2021
Q2 | $311K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $266K | Hold |
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|
2020
Q3 | $222K | Buy |
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|
2020
Q2 | $99K | Buy |
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