Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-225
| Closed | -$18.3K | – | 228 |
|
|
2022
Q4 | $18.3K | Sell |
225
-620
| -73% | -$50.3K | 0.01% | 126 |
|
|
2022
Q3 | $69K | Sell |
845
-350
| -29% | -$28.6K | 0.03% | 73 |
|
|
2022
Q2 | $99K | Sell |
1,195
-300
| -20% | -$24.9K | 0.04% | 64 |
|
|
2022
Q1 | $125K | Sell |
1,495
-250
| -14% | -$20.9K | 0.05% | 63 |
|
|
2021
Q4 | $149K | Hold |
1,745
| – | – | 0.06% | 65 |
|
|
2021
Q3 | $150K | Hold |
1,745
| – | – | 0.07% | 64 |
|
|
2021
Q2 | $150K | Hold |
1,745
| – | – | 0.07% | 66 |
|
|
2021
Q1 | $151K | Hold |
1,745
| – | – | 0.09% | 58 |
|
|
2020
Q4 | $151K | Buy |
+1,745
| New | +$151K | 0.1% | 59 |
|