Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $967K | Sell |
42,542
-34,085
| -44% | -$775K | 0.1% | 221 |
|
|
2022
Q3 | $1.74M | Buy |
76,627
+20,495
| +37% | +$466K | 0.19% | 125 |
|
|
2022
Q2 | $1.34M | Sell |
56,132
-704
| -1% | -$16.8K | 0.14% | 168 |
|
|
2022
Q1 | $1.42M | Buy |
56,836
+38,804
| +215% | +$967K | 0.12% | 186 |
|
|
2021
Q4 | $481K | Buy |
+18,032
| New | +$481K | 0.04% | 460 |
|
|
2021
Q3 | – | Sell |
-9,256
| Closed | -$246K | – | 471 |
|
|
2021
Q2 | $246K | Sell |
9,256
-21,516
| -70% | -$572K | 0.03% | 451 |
|
|
2021
Q1 | $806K | Buy |
+30,772
| New | +$806K | 0.12% | 184 |
|