Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,173
| Closed | -$233K | – | 1200 |
|
|
2024
Q3 | $233K | Sell |
2,173
-12
| -0.5% | -$1.29K | 0.01% | 1067 |
|
|
2024
Q2 | $227K | Sell |
2,185
-28
| -1% | -$2.91K | 0.01% | 1030 |
|
|
2024
Q1 | $230K | Buy |
+2,213
| New | +$230K | 0.01% | 1076 |
|
|
2023
Q4 | – | Sell |
-2,310
| Closed | -$234K | – | 979 |
|
|
2023
Q3 | $234K | Buy |
+2,310
| New | +$234K | 0.01% | 1026 |
|
|
2018
Q1 | – | Sell |
-2,548
| Closed | -$280K | – | 874 |
|
|
2017
Q4 | $280K | Buy |
2,548
+196
| +8% | +$21.5K | 0.02% | 635 |
|
|
2017
Q3 | $261K | Buy |
2,352
+8
| +0.3% | +$888 | 0.02% | 650 |
|
|
2017
Q2 | $260K | Buy |
2,344
+112
| +5% | +$12.4K | 0.02% | 613 |
|
|
2017
Q1 | $246K | Buy |
2,232
+210
| +10% | +$23.1K | 0.02% | 628 |
|
|
2016
Q4 | $222K | Sell |
2,022
-41
| -2% | -$4.5K | 0.02% | 602 |
|
|
2016
Q3 | $233K | Buy |
+2,063
| New | +$233K | 0.03% | 591 |
|
|
2015
Q3 | – | Sell |
-2,052
| Closed | -$227K | – | 705 |
|
|
2015
Q2 | $227K | Sell |
2,052
-94
| -4% | -$10.4K | 0.03% | 586 |
|
|
2015
Q1 | $240K | Buy |
+2,146
| New | +$240K | 0.03% | 610 |
|