CWM
CCG Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,097
| Closed | -$205K | – | 73 |
|
|
2024
Q2 | $205K | Sell |
9,097
-13,697
| -60% | -$309K | 0.12% | 64 |
|
|
2024
Q1 | $519K | Sell |
22,794
-405,032
| -95% | -$9.22M | 0.31% | 41 |
|
|
2023
Q4 | $9.86M | Buy |
427,826
+25,535
| +6% | +$588K | 6.62% | 5 |
|
|
2023
Q3 | $8.87M | Buy |
+402,291
| New | +$8.87M | 5.8% | 5 |
|
|
2021
Q4 | – | Sell |
-46,515
| Closed | -$1.23M | – | 102 |
|
|
2021
Q3 | $1.23M | Buy |
+46,515
| New | +$1.23M | 0.71% | 33 |
|