LWAC
Laurel Wealth Advisors (California)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.73M | Sell |
33,577
-9,369
| -22% | -$760K | 0.27% | 90 |
|
|
2022
Q3 | $3.49M | Buy |
42,946
+2,131
| +5% | +$173K | 0.37% | 69 |
|
|
2022
Q2 | $3.38M | Buy |
40,815
+37,531
| +1,143% | +$3.11M | 0.34% | 75 |
|
|
2022
Q1 | $274K | Buy |
+3,284
| New | +$274K | 0.02% | 614 |
|
|
2021
Q4 | – | Sell |
-3,723
| Closed | -$321K | – | 780 |
|
|
2021
Q3 | $321K | Buy |
+3,723
| New | +$321K | 0.06% | 321 |
|
|
2020
Q4 | – | Sell |
-2,555
| Closed | -$221K | – | 433 |
|
|
2020
Q3 | $221K | Buy |
+2,555
| New | +$221K | 0.04% | 371 |
|
|
2020
Q2 | – | Sell |
-31,776
| Closed | -$2.75M | – | 383 |
|
|
2020
Q1 | $2.75M | Buy |
31,776
+29,312
| +1,190% | +$2.54M | 0.63% | 37 |
|
|
2019
Q4 | $209K | Buy |
+2,464
| New | +$209K | 0.04% | 418 |
|