AWM
Accel Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-656
| Closed | -$15.3K | – | 446 |
|
|
2023
Q1 | $15.3K | Hold |
656
| – | – | 0.01% | 776 |
|
|
2022
Q4 | $14.9K | Hold |
656
| – | – | 0.01% | 616 |
|
|
2022
Q3 | $15K | Buy |
+656
| New | +$15K | 0.01% | 633 |
|
|
2021
Q4 | – | Sell |
-3,276
| Closed | -$87K | – | 934 |
|
|
2021
Q3 | $87K | Hold |
3,276
| – | – | 0.06% | 243 |
|
|
2021
Q2 | $87K | Hold |
3,276
| – | – | 0.06% | 249 |
|
|
2021
Q1 | $86K | Buy |
+3,276
| New | +$86K | 0.07% | 238 |
|