AWM
Ameliora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,377
| Closed | -$31.4K | – | 188 |
|
|
2024
Q1 | $31.4K | Sell |
1,377
-4,523
| -77% | -$103K | 0.01% | 147 |
|
|
2023
Q4 | $136K | Hold |
5,900
| – | – | 0.07% | 88 |
|
|
2023
Q3 | $130K | Hold |
5,900
| – | – | 0.08% | 91 |
|
|
2023
Q2 | $135K | Hold |
5,900
| – | – | 0.08% | 90 |
|
|
2023
Q1 | $138K | Sell |
5,900
-192,423
| -97% | -$4.5M | 0.08% | 99 |
|
|
2022
Q4 | $4.51M | Buy |
198,323
+5,121
| +3% | +$116K | 2.41% | 14 |
|
|
2022
Q3 | $4.37M | Buy |
+193,202
| New | +$4.37M | 2.37% | 15 |
|