ECA
Elevated Capital Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-14,996
| Closed | -$1.66M | – | 246 |
|
2024
Q1 | $1.66M | Buy |
14,996
+2,976
| +25% | +$329K | 0.48% | 68 |
|
2023
Q4 | $1.32M | Buy |
12,020
+1,778
| +17% | +$196K | 0.41% | 79 |
|
2023
Q3 | $1.13M | Buy |
10,242
+3,063
| +43% | +$338K | 0.39% | 79 |
|
2023
Q2 | $793K | Buy |
7,179
+1,226
| +21% | +$135K | 0.26% | 106 |
|
2023
Q1 | $658K | Buy |
5,953
+424
| +8% | +$46.8K | 0.24% | 108 |
|
2022
Q4 | $608K | Sell |
5,529
-312
| -5% | -$34.3K | 0.23% | 102 |
|
2022
Q3 | $643K | Buy |
+5,841
| New | +$643K | 0.25% | 114 |
|
2020
Q3 | – | Sell |
-1,898
| Closed | -$210K | – | 164 |
|
2020
Q2 | $210K | Buy |
+1,898
| New | +$210K | 0.1% | 153 |
|
2019
Q1 | $1.68M | Buy |
+15,108
| New | +$1.68M | 1.11% | 29 |
|