Harvest Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Hold |
0
| – | -$6 | – | 196 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 190 |
|
|
2022
Q3 | – | Sell |
-3,855
| Closed | -$93K | – | 178 |
|
|
2022
Q2 | $93K | Buy |
3,855
+303
| +9% | +$7.31K | 0.06% | 60 |
|
|
2022
Q1 | $88K | Buy |
3,552
+707
| +25% | +$17.5K | 0.05% | 50 |
|
|
2021
Q4 | $76K | Hold |
2,845
| – | – | 0.04% | 41 |
|
|
2021
Q3 | $75K | Buy |
2,845
+320
| +13% | +$8.44K | 0.04% | 36 |
|
|
2021
Q2 | $67K | Buy |
+2,525
| New | +$67K | 0.04% | 36 |
|