Stratos Wealth Partners’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
Q3 | – | Sell |
-2,316
| Closed | -$240K | – | 1478 |
|
|
2024
Q2 | $240K | Sell |
2,316
-16
| -0.7% | -$1.66K | ﹤0.01% | 1186 |
|
|
2024
Q1 | $242K | Sell |
2,332
-111
| -5% | -$11.5K | ﹤0.01% | 1193 |
|
|
2023
Q4 | $256K | Sell |
2,443
-1,029
| -30% | -$108K | ﹤0.01% | 1158 |
|
|
2023
Q3 | $352K | Sell |
3,472
-1,356
| -28% | -$137K | 0.01% | 951 |
|
|
2023
Q2 | $497K | Buy |
+4,828
| New | +$497K | 0.01% | 768 |
|
|
2018
Q2 | – | Sell |
-175
| Closed | -$19K | – | 1638 |
|
|
2018
Q1 | $19K | Hold |
175
| – | – | ﹤0.01% | 2029 |
|
|
2017
Q4 | $19K | Buy |
+175
| New | +$19K | ﹤0.01% | 1926 |
|