Cordasco Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-36
| Closed | -$3K | – | 498 |
|
|
2019
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 404 |
|
|
2019
Q3 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 421 |
|
|
2016
Q1 | – | Sell |
-136
| Closed | -$11K | – | 277 |
|
|
2015
Q4 | $11K | Hold |
136
| – | – | 0.01% | 204 |
|
|
2015
Q3 | $12K | Hold |
136
| – | – | 0.01% | 208 |
|
|
2015
Q2 | $12K | Hold |
136
| – | – | 0.01% | 218 |
|
|
2015
Q1 | $12K | Hold |
136
| – | – | 0.01% | 227 |
|
|
2014
Q4 | $11K | Hold |
136
| – | – | 0.01% | 231 |
|
|
2014
Q3 | $11K | Hold |
136
| – | – | 0.01% | 238 |
|
|
2014
Q2 | $12K | Hold |
136
| – | – | 0.01% | 232 |
|
|
2014
Q1 | $11K | Sell |
136
-875
| -87% | -$70.8K | 0.01% | 230 |
|
|
2013
Q4 | $85K | Buy |
+1,011
| New | +$85K | 0.06% | 119 |
|