Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-52
| Closed | -$1.2K | – | 263 |
|
|
2023
Q4 | $1.2K | Hold |
52
| – | – | ﹤0.01% | 426 |
|
|
2023
Q3 | $1.15K | Hold |
52
| – | – | ﹤0.01% | 418 |
|
|
2023
Q2 | $1.19K | Buy |
+52
| New | +$1.19K | ﹤0.01% | 416 |
|
|
2021
Q4 | – | Sell |
-15
| Closed | – | – | 475 |
|
|
2021
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 477 |
|
|
2021
Q2 | – | Sell |
-2,678
| Closed | -$70K | – | 460 |
|
|
2021
Q1 | $70K | Buy |
2,678
+2,657
| +12,652% | +$69.5K | 0.03% | 179 |
|
|
2020
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 428 |
|
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 413 |
|
|
2020
Q2 | $1K | Sell |
21
-85
| -80% | -$4.05K | ﹤0.01% | 556 |
|
|
2020
Q1 | $3K | Sell |
106
-70
| -40% | -$1.98K | ﹤0.01% | 469 |
|
|
2019
Q4 | $5K | Sell |
176
-96
| -35% | -$2.73K | ﹤0.01% | 430 |
|
|
2019
Q3 | $7K | Sell |
272
-464
| -63% | -$11.9K | ﹤0.01% | 368 |
|
|
2019
Q2 | $19K | Buy |
+736
| New | +$19K | 0.01% | 278 |
|