CI
Cavalier Investments’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,725
| Closed | -$521K | – | 177 |
|
|
2016
Q4 | $521K | Sell |
4,725
-1,890
| -29% | -$208K | 0.34% | 55 |
|
|
2016
Q3 | $730K | Sell |
6,615
-8,400
| -56% | -$927K | 0.44% | 53 |
|
|
2016
Q2 | $1.66M | Sell |
15,015
-106,829
| -88% | -$11.8M | 0.97% | 20 |
|
|
2016
Q1 | $13.4M | Buy |
121,844
+93,814
| +335% | +$10.4M | 7.72% | 5 |
|
|
2015
Q4 | $3.09M | Sell |
28,030
-77,644
| -73% | -$8.56M | 1.84% | 9 |
|
|
2015
Q3 | $11.7M | Buy |
+105,674
| New | +$11.7M | 9.76% | 4 |
|