Lehman & Derafelo Financial Resources’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $243K | Hold |
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|
2021
Q3 | $245K | Buy |
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|
2021
Q2 | $105K | Buy |
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|
2021
Q1 | $29K | Hold |
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|
2020
Q4 | $30K | Hold |
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|
2020
Q3 | $30K | Hold |
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|
2020
Q2 | $30K | Buy |
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|
2020
Q1 | $26K | Hold |
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|
2019
Q4 | $25K | Hold |
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|
2019
Q3 | $25K | Hold |
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|
2019
Q2 | $25K | Hold |
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|
2019
Q1 | $25K | Hold |
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|
2018
Q4 | $25K | Buy |
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