Global Wealth Management Investment Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-416
| Closed | -$34K | – | 411 |
|
2022
Q2 | $34K | Hold |
416
| – | – | 0.01% | 204 |
|
2022
Q1 | $35K | Buy |
+416
| New | +$35K | 0.01% | 214 |
|
2020
Q1 | – | Sell |
-81
| Closed | -$7K | – | 656 |
|
2019
Q4 | $7K | Buy |
+81
| New | +$7K | ﹤0.01% | 404 |
|
2019
Q3 | – | Sell |
-92
| Closed | -$8K | – | 717 |
|
2019
Q2 | $8K | Buy |
+92
| New | +$8K | ﹤0.01% | 396 |
|