FW
FirstPurpose Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $942K | Buy |
42,359
+331
| +0.8% | +$7.37K | 0.34% | 53 |
|
|
2023
Q4 | $968K | Sell |
42,028
-1,583
| -4% | -$36.5K | 0.37% | 46 |
|
|
2023
Q3 | $961K | Buy |
43,611
+1,711
| +4% | +$37.7K | 0.42% | 44 |
|
|
2023
Q2 | $960K | Sell |
41,900
-65
| -0.2% | -$1.49K | 0.41% | 45 |
|
|
2023
Q1 | $981K | Buy |
41,965
+10,186
| +32% | +$238K | 0.48% | 36 |
|
|
2022
Q4 | $722K | Buy |
31,779
+1,526
| +5% | +$34.7K | 0.4% | 45 |
|
|
2022
Q3 | $689K | Sell |
30,253
-19,656
| -39% | -$448K | 0.45% | 42 |
|
|
2022
Q2 | $1.19M | Buy |
49,909
+9,600
| +24% | +$229K | 0.8% | 26 |
|
|
2022
Q1 | $1M | Buy |
40,309
+9,918
| +33% | +$247K | 0.78% | 22 |
|
|
2021
Q4 | $811K | Buy |
+30,391
| New | +$811K | 0.51% | 35 |
|