Fulcrum Equity Management’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
Q3 | – | Sell |
-8,988
| Closed | -$993K | – | 115 |
|
|
2023
Q2 | $993K | Sell |
8,988
-3,064
| -25% | -$338K | 1.15% | 27 |
|
|
2023
Q1 | $1.33M | Sell |
12,052
-980
| -8% | -$108K | 1.25% | 28 |
|
|
2022
Q4 | $1.43M | Sell |
13,032
-7,533
| -37% | -$828K | 1.17% | 29 |
|
|
2022
Q3 | $2.26M | Sell |
20,565
-70,765
| -77% | -$7.78M | 1.91% | 23 |
|
|
2022
Q2 | $10.1M | Buy |
91,330
+16,397
| +22% | +$1.81M | 8.11% | 2 |
|
|
2022
Q1 | $8.26M | Buy |
74,933
+28,622
| +62% | +$3.16M | 4.89% | 2 |
|
|
2021
Q4 | $5.11M | Buy |
+46,311
| New | +$5.11M | 1.91% | 6 |
|