Capital Directions Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $57.6K | Buy |
+709
| New | +$57.6K | 0.02% | 114 |
|
|
2022
Q3 | – | Sell |
-709
| Closed | -$59K | – | 104 |
|
|
2022
Q2 | $59K | Hold |
709
| – | – | 0.02% | 117 |
|
|
2022
Q1 | $59K | Buy |
+709
| New | +$59K | 0.02% | 135 |
|
|
2021
Q4 | – | Sell |
-812
| Closed | -$70K | – | 195 |
|
|
2021
Q3 | $70K | Buy |
812
+103
| +15% | +$8.88K | 0.02% | 114 |
|
|
2021
Q2 | $61K | Buy |
+709
| New | +$61K | 0.02% | 113 |
|
|
2021
Q1 | – | Sell |
-709
| Closed | -$61K | – | 320 |
|
|
2020
Q4 | $61K | Hold |
709
| – | – | 0.02% | 100 |
|
|
2020
Q3 | $61K | Hold |
709
| – | – | 0.02% | 95 |
|
|
2020
Q2 | $61K | Hold |
709
| – | – | 0.02% | 97 |
|
|
2020
Q1 | $61K | Hold |
709
| – | – | 0.03% | 97 |
|
|
2019
Q4 | $60K | Buy |
+709
| New | +$60K | 0.02% | 121 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$42K | – | 109 |
|
|
2018
Q4 | $42K | Hold |
500
| – | – | 0.01% | 72 |
|
|
2018
Q3 | $42K | Buy |
+500
| New | +$42K | 0.01% | 100 |
|