Avondale Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-348
| Closed | -$29K | – | 102 |
|
|
2019
Q4 | $29K | Hold |
348
| – | – | 0.04% | 60 |
|
|
2019
Q3 | $30K | Hold |
348
| – | – | 0.05% | 60 |
|
|
2019
Q2 | $30K | Hold |
348
| – | – | 0.02% | 66 |
|
|
2019
Q1 | $29K | Hold |
348
| – | – | 0.02% | 66 |
|
|
2018
Q4 | $29K | Sell |
348
-428
| -55% | -$35.7K | 0.02% | 61 |
|
|
2018
Q3 | $64K | Sell |
776
-1,146
| -60% | -$94.5K | 0.06% | 33 |
|
|
2018
Q2 | $160K | Buy |
+1,922
| New | +$160K | 0.13% | 20 |
|