Hedeker Wealth’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
Q4 | – | Sell |
-26,598
| Closed | -$2.94M | – | 72 |
|
|
2020
Q3 | $2.94M | Buy |
26,598
+16,387
| +160% | +$1.81M | 1.39% | 34 |
|
|
2020
Q2 | $1.13M | Sell |
10,211
-9,578
| -48% | -$1.06M | 0.58% | 53 |
|
|
2020
Q1 | $2.2M | Buy |
19,789
+7,665
| +63% | +$851K | 1.38% | 37 |
|
|
2019
Q4 | $1.34M | Buy |
12,124
+210
| +2% | +$23.2K | 0.72% | 46 |
|
|
2019
Q3 | $1.32M | Buy |
+11,914
| New | +$1.32M | 0.8% | 46 |
|