9258 Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,998
| Closed | -$442K | – | 310 |
|
|
2019
Q4 | $442K | Hold |
3,998
| – | – | 0.16% | 167 |
|
|
2019
Q3 | $442K | Sell |
3,998
-11
| -0.3% | -$1.22K | 0.34% | 100 |
|
|
2019
Q2 | $444K | Buy |
4,009
+172
| +4% | +$19K | 0.36% | 97 |
|
|
2019
Q1 | $424K | Sell |
3,837
-245
| -6% | -$27.1K | 0.36% | 93 |
|
|
2018
Q4 | $450K | Buy |
+4,082
| New | +$450K | 0.43% | 78 |
|