APW
Acima Private Wealth’s iShares Short Treasury Bond ETF SHV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-48,195
| Closed | -$5.34M | – | 240 |
|
2020
Q2 | $5.34M | Buy |
48,195
+12,488
| +35% | +$1.38M | 3.45% | 3 |
|
2020
Q1 | $3.96M | Buy |
35,707
+8,878
| +33% | +$986K | 3.05% | 5 |
|
2019
Q4 | $2.96M | Buy |
26,829
+1,620
| +6% | +$179K | 2.05% | 11 |
|
2019
Q3 | $2.79M | Buy |
25,209
+1,255
| +5% | +$139K | 2.13% | 9 |
|
2019
Q2 | $2.65M | Buy |
+23,954
| New | +$2.65M | 2.09% | 9 |
|