HWA
HHM Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-545
| Closed | -$12.3K | – | 801 |
|
|
2024
Q2 | $12.3K | Buy |
+545
| New | +$12.3K | ﹤0.01% | 525 |
|
|
2023
Q4 | – | Sell |
-1,092
| Closed | -$24.1K | – | 771 |
|
|
2023
Q3 | $24.1K | Hold |
1,092
| – | – | ﹤0.01% | 378 |
|
|
2023
Q2 | $25K | Buy |
+1,092
| New | +$25K | ﹤0.01% | 386 |
|
|
2020
Q4 | – | Sell |
-661
| Closed | -$18K | – | 548 |
|
|
2020
Q3 | $18K | Buy |
+661
| New | +$18K | 0.01% | 323 |
|