Capital Directions Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | -$16K | – | 239 |
|
|
2022
Q3 | – | Sell |
-695
| Closed | -$17K | – | 169 |
|
|
2022
Q2 | $17K | Hold |
695
| – | – | 0.01% | 188 |
|
|
2022
Q1 | $17K | Buy |
+695
| New | +$17K | 0.01% | 210 |
|
|
2021
Q4 | – | Sell |
-3,560
| Closed | -$94K | – | 120 |
|
|
2021
Q3 | $94K | Buy |
3,560
+2,865
| +412% | +$75.6K | 0.03% | 92 |
|
|
2021
Q2 | $18K | Buy |
+695
| New | +$18K | 0.01% | 178 |
|
|
2021
Q1 | – | Sell |
-695
| Closed | -$19K | – | 241 |
|
|
2020
Q4 | $19K | Hold |
695
| – | – | 0.01% | 154 |
|
|
2020
Q3 | $19K | Hold |
695
| – | – | 0.01% | 158 |
|
|
2020
Q2 | $19K | Hold |
695
| – | – | 0.01% | 160 |
|
|
2020
Q1 | $19K | Hold |
695
| – | – | 0.01% | 168 |
|
|
2019
Q4 | $18K | Buy |
+695
| New | +$18K | 0.01% | 194 |
|
|
2019
Q3 | – | Sell |
-926
| Closed | -$24K | – | 241 |
|
|
2019
Q2 | $24K | Buy |
+926
| New | +$24K | 0.01% | 71 |
|