TWA
TCI Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-150
| Closed | -$8K | – | 2597 |
|
|
2022
Q2 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 1185 |
|
|
2021
Q1 | – | Sell |
-325
| Closed | -$20K | – | 2210 |
|
|
2020
Q4 | $20K | Buy |
+325
| New | +$20K | 0.01% | 478 |
|
|
2019
Q3 | – | Sell |
-22
| Closed | -$1K | – | 1629 |
|
|
2019
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1311 |
|
|
2019
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1313 |
|