DWP
Destiny Wealth Partners’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-43,475
| Closed | -$4.81M | – | 174 |
|
|
2024
Q3 | $4.81M | Sell |
43,475
-724
| -2% | -$80.1K | 0.84% | 41 |
|
|
2024
Q2 | $4.88M | Sell |
44,199
-122,965
| -74% | -$13.6M | 0.88% | 39 |
|
|
2024
Q1 | $18.5M | Buy |
167,164
+2,420
| +1% | +$268K | 3.31% | 4 |
|
|
2023
Q4 | $18.2M | Buy |
164,744
+51,045
| +45% | +$5.62M | 3.41% | 4 |
|
|
2023
Q3 | $12.6M | Sell |
113,699
-31,253
| -22% | -$3.45M | 2.54% | 9 |
|
|
2023
Q2 | $16M | Sell |
144,952
-4,565
| -3% | -$504K | 3.06% | 5 |
|
|
2023
Q1 | $16.5M | Buy |
149,517
+1,456
| +1% | +$161K | 3.42% | 5 |
|
|
2022
Q4 | $16.3M | Buy |
+148,061
| New | +$16.3M | 3.52% | 3 |
|
|
2021
Q1 | – | Sell |
-227
| Closed | -$25K | – | 567 |
|
|
2020
Q4 | $25K | Buy |
+227
| New | +$25K | 0.01% | 344 |
|