Baldwin Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-648
| Closed | -$14.7K | – | 809 |
|
|
2022
Q4 | $14.7K | Hold |
648
| – | – | ﹤0.01% | 569 |
|
|
2022
Q3 | $15K | Hold |
648
| – | – | ﹤0.01% | 474 |
|
|
2022
Q2 | $15K | Buy |
+648
| New | +$15K | ﹤0.01% | 499 |
|
|
2022
Q1 | – | Sell |
-34
| Closed | -$1K | – | 676 |
|
|
2021
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 618 |
|
|
2021
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 631 |
|
|
2021
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 644 |
|
|
2021
Q1 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 610 |
|