KWS
Keystone Wealth Services’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-22,378
| Closed | -$493K | – | 220 |
|
|
2023
Q3 | $493K | Sell |
22,378
-111,718
| -83% | -$2.46M | 0.19% | 116 |
|
|
2023
Q2 | $3.07M | Buy |
134,096
+90,335
| +206% | +$2.07M | 1.15% | 19 |
|
|
2023
Q1 | $1.02M | Sell |
43,761
-67,318
| -61% | -$1.57M | 0.42% | 57 |
|
|
2022
Q4 | $2.52M | Sell |
111,079
-151,941
| -58% | -$3.45M | 1.1% | 22 |
|
|
2022
Q3 | $5.99M | Buy |
263,020
+69,033
| +36% | +$1.57M | 2.83% | 8 |
|
|
2022
Q2 | $4.64M | Sell |
193,987
-10,735
| -5% | -$257K | 2.07% | 12 |
|
|
2022
Q1 | $5.1M | Buy |
204,722
+11,082
| +6% | +$276K | 2.02% | 12 |
|
|
2021
Q4 | $5.17M | Buy |
+193,640
| New | +$5.17M | 2.1% | 10 |
|