Alpha Omega 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-58
| Closed | -$6K | – | 470 |
|
|
2017
Q3 | $6K | Hold |
58
| – | – | ﹤0.01% | 389 |
|
|
2017
Q2 | $6K | Hold |
58
| – | – | ﹤0.01% | 377 |
|
|
2017
Q1 | $6K | Hold |
58
| – | – | ﹤0.01% | 394 |
|
|
2016
Q4 | $6K | Hold |
58
| – | – | ﹤0.01% | 374 |
|
|
2016
Q3 | $6K | Hold |
58
| – | – | ﹤0.01% | 183 |
|
|
2016
Q2 | $6K | Sell |
58
-29
| -33% | -$3K | 0.01% | 189 |
|
|
2016
Q1 | $10K | Hold |
87
| – | – | 0.01% | 172 |
|
|
2015
Q4 | $10K | Buy |
+87
| New | +$10K | 0.01% | 166 |
|