Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 498 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 476 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 481 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 453 |
|
|
2021
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 436 |
|
|
2020
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 270 |
|
|
2019
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 508 |
|
|
2019
Q2 | $6K | Hold |
72
| – | – | ﹤0.01% | 404 |
|
|
2019
Q1 | $6K | Sell |
72
-4,609
| -98% | -$384K | ﹤0.01% | 404 |
|
|
2018
Q4 | $391K | Buy |
+4,681
| New | +$391K | 0.15% | 97 |
|