TWA
TCI Wealth Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-9
| Closed | -$1K | – | 2323 |
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 2204 |
|
2021
Q3 | $1K | Sell |
9
-143
| -94% | -$15.9K | ﹤0.01% | 2260 |
|
2021
Q2 | $11K | Buy |
+152
| New | +$11K | ﹤0.01% | 886 |
|
2020
Q1 | – | Sell |
-781
| Closed | -$52K | – | 1595 |
|
2019
Q4 | $52K | Hold |
781
| – | – | 0.02% | 373 |
|
2019
Q3 | $52K | Sell |
781
-156
| -17% | -$10.4K | 0.02% | 317 |
|
2019
Q2 | $60K | Buy |
937
+156
| +20% | +$9.99K | 0.03% | 273 |
|
2019
Q1 | $47K | Buy |
+781
| New | +$47K | 0.02% | 343 |
|
2015
Q4 | – | Sell |
-111
| Closed | -$6K | – | 1050 |
|
2015
Q3 | $6K | Hold |
111
| – | – | ﹤0.01% | 595 |
|
2015
Q2 | $6K | Hold |
111
| – | – | ﹤0.01% | 607 |
|
2015
Q1 | $7K | Buy |
+111
| New | +$7K | ﹤0.01% | 514 |
|