Jupiter Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-45,589
| Closed | -$3.95M | – | 84 |
|
|
2020
Q2 | $3.95M | Hold |
45,589
| – | – | 1.97% | 22 |
|
|
2020
Q1 | $3.95M | Buy |
45,589
+2,280
| +5% | +$197K | 2.3% | 22 |
|
|
2019
Q4 | $3.67M | Buy |
43,309
+985
| +2% | +$83.4K | 1.77% | 23 |
|
|
2019
Q3 | $3.59M | Buy |
42,324
+720
| +2% | +$61.1K | 1.92% | 21 |
|
|
2019
Q2 | $3.52M | Buy |
41,604
+9,604
| +30% | +$812K | 1.74% | 25 |
|
|
2019
Q1 | $2.68M | Buy |
+32,000
| New | +$2.68M | 1.29% | 30 |
|