Clearview Wealth Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-100
| Closed | -$11K | – | 688 |
|
|
2021
Q4 | $11K | Hold |
100
| – | – | 0.01% | 401 |
|
|
2021
Q3 | $11K | Sell |
100
-610
| -86% | -$67.1K | 0.01% | 407 |
|
|
2021
Q2 | $78K | Sell |
710
-980
| -58% | -$108K | 0.05% | 196 |
|
|
2021
Q1 | $187K | Sell |
1,690
-1,165
| -41% | -$129K | 0.12% | 117 |
|
|
2020
Q4 | $316K | Buy |
+2,855
| New | +$316K | 0.21% | 85 |
|