SeaCrest Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,314
| Closed | -$118K | – | 1472 |
|
|
2022
Q2 | $118K | Buy |
+2,314
| New | +$118K | 0.01% | 796 |
|
|
2019
Q2 | – | Sell |
-560
| Closed | -$31K | – | 1770 |
|
|
2019
Q1 | $31K | Hold |
560
| – | – | 0.01% | 1110 |
|
|
2018
Q4 | $30K | Sell |
560
-450
| -45% | -$24.1K | 0.01% | 1084 |
|
|
2018
Q3 | $54K | Hold |
1,010
| – | – | 0.01% | 971 |
|
|
2018
Q2 | $54K | Hold |
1,010
| – | – | 0.01% | 956 |
|
|
2018
Q1 | $55K | Sell |
1,010
-150
| -13% | -$8.17K | 0.01% | 916 |
|
|
2017
Q4 | $65K | Buy |
+1,160
| New | +$65K | 0.01% | 860 |
|