Valeo Financial Advisors’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,764
| Closed | -$220K | – | 1887 |
|
|
2018
Q3 | $220K | Hold |
8,764
| – | – | 0.03% | 262 |
|
|
2018
Q2 | $220K | Hold |
8,764
| – | – | 0.03% | 266 |
|
|
2018
Q1 | $220K | Buy |
8,764
+4,402
| +101% | +$111K | 0.04% | 247 |
|
|
2017
Q4 | $110K | Hold |
4,362
| – | – | 0.02% | 328 |
|
|
2017
Q3 | $110K | Buy |
+4,362
| New | +$110K | 0.02% | 277 |
|