LWP
Legacy Wealth Planning’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,215
| Closed | -$245K | – | 104 |
|
|
2021
Q3 | $245K | Sell |
2,215
-1,270
| -36% | -$140K | 0.27% | 83 |
|
|
2021
Q2 | $385K | Hold |
3,485
| – | – | 0.44% | 53 |
|
|
2021
Q1 | $385K | Sell |
3,485
-1,027
| -23% | -$113K | 0.49% | 49 |
|
|
2020
Q4 | $499K | Hold |
4,512
| – | – | 0.64% | 36 |
|
|
2020
Q3 | $499K | Sell |
4,512
-3,571
| -44% | -$395K | 0.57% | 36 |
|
|
2020
Q2 | $895K | Buy |
8,083
+5,060
| +167% | +$560K | 1.07% | 25 |
|
|
2020
Q1 | $336K | Sell |
3,023
-676
| -18% | -$75.1K | 0.54% | 39 |
|
|
2019
Q4 | $409K | Buy |
+3,699
| New | +$409K | 0.46% | 40 |
|