Summit Wealth & Retirement Planning’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $544K | Sell |
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|
2022
Q4 | $652K | Sell |
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|
2022
Q3 | $639K | Sell |
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|
2022
Q2 | $659K | Sell |
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|
2022
Q1 | $713K | Buy |
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|
2021
Q4 | $704K | Sell |
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|
2021
Q3 | $751K | Buy |
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|
2021
Q2 | $679K | Sell |
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|
2021
Q1 | $724K | Buy |
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|
2020
Q4 | $602K | Sell |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $980K | Sell |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $1.64M | Buy |
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|
2019
Q3 | $1.58M | Sell |
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|
2019
Q2 | $1.59M | Sell |
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|
2019
Q1 | $1.7M | Buy |
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|
2018
Q4 | $1.51M | Buy |
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