Sowell Financial Services’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,740
| Closed | -$143K | – | 2782 |
|
|
2019
Q3 | $143K | Buy |
+5,740
| New | +$143K | 0.01% | 734 |
|
|
2018
Q2 | – | Sell |
-8,999
| Closed | -$223K | – | 316 |
|
|
2018
Q1 | $223K | Sell |
8,999
-536
| -6% | -$13.3K | 0.06% | 243 |
|
|
2017
Q4 | $237K | Sell |
9,535
-3,444
| -27% | -$85.6K | 0.06% | 227 |
|
|
2017
Q3 | $324K | Sell |
12,979
-22,283
| -63% | -$556K | 0.08% | 190 |
|
|
2017
Q2 | $882K | Buy |
35,262
+7,100
| +25% | +$178K | 0.25% | 89 |
|
|
2017
Q1 | $704K | Sell |
28,162
-4,725
| -14% | -$118K | 0.21% | 111 |
|
|
2016
Q4 | $821K | Buy |
+32,887
| New | +$821K | 0.27% | 89 |
|