West Wealth Group’s iShares Convertible Bond ETF ICVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,599	Closed	-$945K	–	78
2022 Q4	$945K	Sell	13,599 -1,369	-9%	-$95.1K	0.47%	23
2022 Q3	$1.03M	Sell	14,968 -7,935	-35%	-$547K	0.52%	26
2022 Q2	$1.59M	Buy	22,903 +19,926	+669%	+$1.38M	0.74%	22
2022 Q1	$248K	Buy	+2,977	New	+$248K	0.1%	54