Lehman & Derafelo Financial Resources’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
Q4 | $227K | Sell |
2,794
-46
| -2% | -$3.73K | 0.07% | 101 |
|
|
2022
Q3 | $231K | Hold |
2,840
| – | – | 0.07% | 86 |
|
|
2022
Q2 | $235K | Hold |
2,840
| – | – | 0.07% | 93 |
|
|
2022
Q1 | $237K | Hold |
2,840
| – | – | 0.07% | 100 |
|
|
2021
Q4 | $243K | Hold |
2,840
| – | – | 0.07% | 95 |
|
|
2021
Q3 | $245K | Buy |
2,840
+1,623
| +133% | +$140K | 0.08% | 87 |
|
|
2021
Q2 | $105K | Buy |
1,217
+875
| +256% | +$75.5K | 0.03% | 133 |
|
|
2021
Q1 | $29K | Hold |
342
| – | – | 0.01% | 165 |
|
|
2020
Q4 | $30K | Hold |
342
| – | – | 0.01% | 163 |
|
|
2020
Q3 | $30K | Hold |
342
| – | – | 0.01% | 149 |
|
|
2020
Q2 | $30K | Buy |
342
+47
| +16% | +$4.12K | 0.01% | 144 |
|
|
2020
Q1 | $26K | Hold |
295
| – | – | 0.01% | 130 |
|
|
2019
Q4 | $25K | Hold |
295
| – | – | 0.01% | 153 |
|
|
2019
Q3 | $25K | Hold |
295
| – | – | 0.01% | 139 |
|
|
2019
Q2 | $25K | Hold |
295
| – | – | 0.01% | 138 |
|
|
2019
Q1 | $25K | Hold |
295
| – | – | 0.01% | 140 |
|
|
2018
Q4 | $25K | Buy |
+295
| New | +$25K | 0.01% | 130 |
|