GYL Financial Synergies’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
Q3 | $2.13M | Hold |
19,233
| – | – | 0.16% | 121 |
|
|
2024
Q2 | $2.13M | Buy |
19,233
+300
| +2% | +$33.2K | 0.16% | 115 |
|
|
2024
Q1 | $2.09M | Hold |
18,933
| – | – | 0.16% | 120 |
|
|
2023
Q4 | $2.09M | Sell |
18,933
-230
| -1% | -$25.3K | 0.17% | 118 |
|
|
2023
Q3 | $2.12M | Hold |
19,163
| – | – | 0.21% | 104 |
|
|
2023
Q2 | $2.12M | Hold |
19,163
| – | – | 0.19% | 106 |
|
|
2023
Q1 | $2.12M | Sell |
19,163
-900
| -4% | -$99.5K | 0.25% | 82 |
|
|
2022
Q4 | $2.21M | Buy |
20,063
+5,235
| +35% | +$575K | 0.48% | 38 |
|
|
2022
Q3 | $1.63M | Buy |
+14,828
| New | +$1.63M | 0.44% | 35 |
|