GPS Wealth Strategies Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-205
| Closed | -$22.7K | – | 1439 |
|
|
2024
Q3 | $22.7K | Buy |
+205
| New | +$22.7K | ﹤0.01% | 774 |
|
|
2023
Q4 | – | Sell |
-116
| Closed | -$12.8K | – | 1303 |
|
|
2023
Q3 | $12.8K | Hold |
116
| – | – | ﹤0.01% | 793 |
|
|
2023
Q2 | $12.8K | Buy |
116
+34
| +41% | +$3.76K | ﹤0.01% | 793 |
|
|
2023
Q1 | $9.06K | Buy |
+82
| New | +$9.06K | ﹤0.01% | 860 |
|
|
2022
Q4 | – | Sell |
-82
| Closed | -$9K | – | 920 |
|
|
2022
Q3 | $9K | Hold |
82
| – | – | ﹤0.01% | 793 |
|
|
2022
Q2 | $9K | Buy |
82
+43
| +110% | +$4.72K | ﹤0.01% | 790 |
|
|
2022
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 906 |
|
|
2021
Q4 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 917 |
|