Atlas Private Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,378
| Closed | -$678K | – | 188 |
|
|
2023
Q3 | $678K | Sell |
8,378
-34,494
| -80% | -$2.79M | 0.13% | 89 |
|
|
2023
Q2 | $3.48M | Buy |
42,872
+22,364
| +109% | +$1.81M | 0.7% | 20 |
|
|
2023
Q1 | $1.68M | Sell |
20,508
-319
| -2% | -$26.2K | 0.78% | 20 |
|
|
2022
Q4 | $1.69M | Buy |
+20,827
| New | +$1.69M | 0.9% | 19 |
|
|
2021
Q4 | – | Sell |
-540
| Closed | -$46K | – | 612 |
|
|
2021
Q3 | $46K | Sell |
540
-270
| -33% | -$23K | 0.02% | 245 |
|
|
2021
Q2 | $70K | Sell |
810
-99
| -11% | -$8.56K | 0.04% | 198 |
|
|
2021
Q1 | $78K | Hold |
909
| – | – | 0.04% | 188 |
|
|
2020
Q4 | $79K | Buy |
909
+135
| +17% | +$11.7K | 0.05% | 174 |
|
|
2020
Q3 | $67K | Buy |
774
+65
| +9% | +$5.63K | 0.06% | 173 |
|
|
2020
Q2 | $61K | Buy |
+709
| New | +$61K | 0.05% | 182 |
|