WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.5K | Sell |
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|
2024
Q3 | $17.2K | Buy |
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|
2024
Q2 | $2.91K | Buy |
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|
2024
Q1 | $2.63K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $19K | Sell |
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|
2023
Q2 | $19.9K | Sell |
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|
2023
Q1 | $20.8K | Sell |
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|
2022
Q4 | $173K | Buy |
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|
2022
Q3 | $67.2K | Buy |
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|
2022
Q2 | $33.6K | Buy |
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|
2022
Q1 | $15.7K | Buy |
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