FFS
Founders Financial Securities’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-33,624
| Closed | -$3.72M | – | 125 |
|
|
2019
Q1 | $3.72M | Sell |
33,624
-282,257
| -89% | -$31.2M | 1.18% | 28 |
|
|
2018
Q4 | $34.8M | Buy |
315,881
+249,073
| +373% | +$27.5M | 12.63% | 2 |
|
|
2018
Q3 | $7.38M | Sell |
66,808
-78,206
| -54% | -$8.64M | 2.05% | 18 |
|
|
2018
Q2 | $16M | Sell |
145,014
-23,107
| -14% | -$2.55M | 4.93% | 5 |
|
|
2018
Q1 | $18.6M | Buy |
+168,121
| New | +$18.6M | 6% | 2 |
|
|
2016
Q1 | – | Sell |
-4,736
| Closed | -$522K | – | 76 |
|
|
2015
Q4 | $522K | Buy |
+4,736
| New | +$522K | 0.24% | 42 |
|