CWM
Centric 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 |
-210,365
| Closed | -$4.8M | – | 181 |
|
|
2024
Q2 | $4.8M | Buy |
+210,365
| New | +$4.8M | 1.38% | 16 |
|
|
2022
Q4 | – | Sell |
-90,429
| Closed | -$2.06M | – | 111 |
|
|
2022
Q3 | $2.06M | Buy |
90,429
+389
| +0.4% | +$8.85K | 0.82% | 27 |
|
|
2022
Q2 | $2.15M | Buy |
+90,040
| New | +$2.15M | 0.79% | 28 |
|