KCS Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-145
| Closed | -$12.3K | – | 360 |
|
|
2019
Q3 | $12.3K | Buy |
+145
| New | +$12.3K | 0.01% | 340 |
|
|
2018
Q4 | – | Sell |
-4,209
| Closed | -$350K | – | 160 |
|
|
2018
Q3 | $350K | Sell |
4,209
-5,039
| -54% | -$419K | 0.32% | 114 |
|
|
2018
Q2 | $771K | Buy |
9,248
+120
| +1% | +$10K | 0.72% | 50 |
|
|
2018
Q1 | $763K | Buy |
9,128
+1,565
| +21% | +$131K | 0.69% | 50 |
|
|
2017
Q4 | $634K | Buy |
+7,563
| New | +$634K | 0.61% | 61 |
|