WealthPLAN Partners’s iShares Convertible Bond ETF ICVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $156K | Sell |
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|
2023
Q1 | $175K | Sell |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q1 | $206K | Buy |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | $211K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $204K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $200K | Sell |
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|
2017
Q3 | $620K | Buy |
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|
2017
Q2 | $205K | Buy |
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