Fortem Financial Group’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,517
| Closed | -$387K | – | 162 |
|
|
2022
Q4 | $387K | Hold |
3,517
| – | – | 0.23% | 119 |
|
|
2022
Q3 | $387K | Sell |
3,517
-2,636
| -43% | -$290K | 0.27% | 111 |
|
|
2022
Q2 | $677K | Sell |
6,153
-1,066
| -15% | -$117K | 0.44% | 78 |
|
|
2022
Q1 | $796K | Buy |
7,219
+4,000
| +124% | +$441K | 0.35% | 94 |
|
|
2021
Q4 | $355K | Hold |
3,219
| – | – | 0.16% | 135 |
|
|
2021
Q3 | $356K | Buy |
+3,219
| New | +$356K | 0.18% | 129 |
|