Karn Couzens & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $7.32M | Sell |
87,832
-14,249
| -14% | -$1.19M | 4.65% | 7 |
|
|
2021
Q4 | $8.73M | Sell |
102,081
-2,948
| -3% | -$252K | 5.99% | 4 |
|
|
2021
Q3 | $9.05M | Sell |
105,029
-454
| -0.4% | -$39.1K | 6.89% | 3 |
|
|
2021
Q2 | $9.09M | Buy |
105,483
+6,672
| +7% | +$575K | 7.05% | 3 |
|
|
2021
Q1 | $8.52M | Buy |
98,811
+4,499
| +5% | +$388K | 7.65% | 2 |
|
|
2020
Q4 | $8.15M | Buy |
+94,312
| New | +$8.15M | 7.72% | 2 |
|