WEC
Winslow Evans & Crocker’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $15K | Buy |
+250
| New | +$15K | ﹤0.01% | 860 |
|
|
2017
Q2 | – | Sell |
-14
| Closed | -$1.42K | – | 1286 |
|
|
2017
Q1 | $1.42K | Sell |
14
-94
| -87% | -$9.52K | ﹤0.01% | 1165 |
|
|
2016
Q4 | $11.7K | Hold |
108
| – | – | ﹤0.01% | 842 |
|
|
2016
Q3 | $12K | Hold |
108
| – | – | ﹤0.01% | 854 |
|
|
2016
Q2 | $12K | Buy |
108
+95
| +731% | +$10.6K | ﹤0.01% | 826 |
|
|
2016
Q1 | $1.43K | Sell |
13
-1
| -7% | -$110 | ﹤0.01% | 1195 |
|
|
2015
Q4 | $1.4K | Hold |
14
| – | – | ﹤0.01% | 1271 |
|
|
2015
Q3 | $1.41K | Hold |
14
| – | – | ﹤0.01% | 1210 |
|
|
2015
Q2 | $1.42K | Hold |
14
| – | – | ﹤0.01% | 1226 |
|
|
2015
Q1 | $1.44K | Hold |
14
| – | – | ﹤0.01% | 1197 |
|
|
2014
Q4 | $1.42K | Hold |
14
| – | – | ﹤0.01% | 1219 |
|
|
2014
Q3 | $1.42K | Buy |
14
+1
| +8% | +$102 | ﹤0.01% | 1308 |
|
|
2014
Q2 | $1.43K | Hold |
13
| – | – | ﹤0.01% | 1216 |
|
|
2014
Q1 | $1.42K | Hold |
13
| – | – | ﹤0.01% | 1200 |
|
|
2013
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1348 |
|