Sowell Financial Services’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-86
| Closed | -$2K | – | 3227 |
|
|
2021
Q1 | $2K | Sell |
86
-885
| -91% | -$20.6K | ﹤0.01% | 2886 |
|
|
2020
Q4 | $24K | Buy |
971
+86
| +10% | +$2.13K | ﹤0.01% | 1669 |
|
|
2020
Q3 | $22K | Hold |
885
| – | – | ﹤0.01% | 1526 |
|
|
2020
Q2 | $22K | Sell |
885
-6
| -0.7% | -$149 | ﹤0.01% | 1435 |
|
|
2020
Q1 | $22K | Hold |
891
| – | – | ﹤0.01% | 1369 |
|
|
2019
Q4 | $22K | Sell |
891
-784
| -47% | -$19.4K | ﹤0.01% | 1412 |
|
|
2019
Q3 | $42K | Buy |
+1,675
| New | +$42K | ﹤0.01% | 1051 |
|
|
2017
Q4 | – | Sell |
-9,070
| Closed | -$226K | – | 282 |
|
|
2017
Q3 | $226K | Sell |
9,070
-22,359
| -71% | -$557K | 0.06% | 225 |
|
|
2017
Q2 | $786K | Buy |
31,429
+3,092
| +11% | +$77.3K | 0.22% | 99 |
|
|
2017
Q1 | $709K | Sell |
28,337
-4,669
| -14% | -$117K | 0.21% | 109 |
|
|
2016
Q4 | $816K | Buy |
+33,006
| New | +$816K | 0.27% | 90 |
|