EWM
Elite Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-34,099
| Closed | -$2.94K | – | 61 |
|
|
2021
Q1 | $2.94K | Sell |
34,099
-51,944
| -60% | -$4.48K | 0.38% | 13 |
|
|
2020
Q4 | $7.43M | Sell |
86,043
-147,517
| -63% | -$12.7M | 0.96% | 7 |
|
|
2020
Q3 | $20.2M | Buy |
+233,560
| New | +$20.2M | 2.79% | 4 |
|