Latitude Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,628
| Closed | -$212K | – | 178 |
|
|
2023
Q3 | $212K | Buy |
+9,628
| New | +$212K | 0.15% | 152 |
|
|
2022
Q2 | – | Sell |
-57,260
| Closed | -$1.43M | – | 200 |
|
|
2022
Q1 | $1.43M | Buy |
57,260
+23,850
| +71% | +$594K | 0.32% | 69 |
|
|
2021
Q4 | $891K | Buy |
33,410
+189
| +0.6% | +$5.04K | 0.25% | 85 |
|
|
2021
Q3 | $881K | Buy |
33,221
+13,290
| +67% | +$352K | 0.28% | 69 |
|
|
2021
Q2 | $530K | Buy |
+19,931
| New | +$530K | 0.39% | 52 |
|