Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-104
| Closed | -$12K | – | 599 |
|
|
2020
Q2 | $12K | Hold |
104
| – | – | 0.01% | 331 |
|
|
2020
Q1 | $12K | Sell |
104
-74
| -42% | -$8.54K | 0.01% | 311 |
|
|
2019
Q4 | $20K | Buy |
178
+74
| +71% | +$8.32K | 0.01% | 269 |
|
|
2019
Q3 | $12K | Sell |
104
-610
| -85% | -$70.4K | 0.01% | 306 |
|
|
2019
Q2 | $79K | Buy |
+714
| New | +$79K | 0.04% | 146 |
|
|
2019
Q1 | – | Sell |
-813
| Closed | -$90K | – | 753 |
|
|
2018
Q4 | $90K | Buy |
+813
| New | +$90K | 0.05% | 186 |
|