Sowell Financial Services’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,249
| Closed | -$307K | – | 851 |
|
|
2022
Q4 | $307K | Buy |
+12,249
| New | +$307K | 0.02% | 483 |
|
|
2021
Q2 | – | Sell |
-4,588
| Closed | -$120K | – | 2953 |
|
|
2021
Q1 | $120K | Buy |
4,588
+3,709
| +422% | +$97K | ﹤0.01% | 1287 |
|
|
2020
Q4 | $23K | Hold |
879
| – | – | ﹤0.01% | 1689 |
|
|
2020
Q3 | $23K | Hold |
879
| – | – | ﹤0.01% | 1510 |
|
|
2020
Q2 | $23K | Sell |
879
-5
| -0.6% | -$131 | ﹤0.01% | 1421 |
|
|
2020
Q1 | $22K | Hold |
884
| – | – | ﹤0.01% | 1366 |
|
|
2019
Q4 | $23K | Sell |
884
-862
| -49% | -$22.4K | ﹤0.01% | 1393 |
|
|
2019
Q3 | $45K | Buy |
+1,746
| New | +$45K | ﹤0.01% | 1033 |
|
|
2017
Q3 | – | Sell |
-30,605
| Closed | -$774K | – | 287 |
|
|
2017
Q2 | $774K | Buy |
30,605
+3,065
| +11% | +$77.5K | 0.22% | 100 |
|
|
2017
Q1 | $695K | Sell |
27,540
-4,594
| -14% | -$116K | 0.21% | 113 |
|
|
2016
Q4 | $795K | Buy |
+32,134
| New | +$795K | 0.27% | 91 |
|