Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-14,646
| Closed | -$1.62M | – | 305 |
|
|
2019
Q1 | $1.62M | Buy |
+14,646
| New | +$1.62M | 0.11% | 75 |
|
|
2018
Q4 | – | Sell |
-14,359
| Closed | -$1.59M | – | 1031 |
|
|
2018
Q3 | $1.59M | Hold |
14,359
| – | – | 0.13% | 62 |
|
|
2018
Q2 | $1.59M | Sell |
14,359
-3,898
| -21% | -$431K | 0.14% | 55 |
|
|
2018
Q1 | $2.02M | Buy |
+18,257
| New | +$2.02M | 0.17% | 49 |
|