Fortis Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,262
| Closed | -$99.6K | – | 156 |
|
|
2023
Q1 | $99.6K | Buy |
4,262
+1,870
| +78% | +$43.7K | 0.07% | 122 |
|
|
2022
Q4 | $54.4K | Sell |
2,392
-3,740
| -61% | -$85K | 0.04% | 152 |
|
|
2022
Q3 | $140K | Buy |
6,132
+1,499
| +32% | +$34.2K | 0.1% | 103 |
|
|
2022
Q2 | $111K | Buy |
4,633
+1,130
| +32% | +$27.1K | 0.07% | 118 |
|
|
2022
Q1 | $87K | Buy |
3,503
+276
| +9% | +$6.86K | 0.05% | 169 |
|
|
2021
Q4 | $86K | Sell |
3,227
-48
| -1% | -$1.28K | 0.05% | 150 |
|
|
2021
Q3 | $87K | Sell |
3,275
-1,235
| -27% | -$32.8K | 0.05% | 152 |
|
|
2021
Q2 | $120K | Buy |
4,510
+2,201
| +95% | +$58.6K | 0.07% | 126 |
|
|
2021
Q1 | $60K | Buy |
+2,309
| New | +$60K | 0.04% | 136 |
|