Lenox Wealth Advisors’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
Q1 | $1K | Hold |
43
| – | – | ﹤0.01% | 709 |
|
|
2021
Q4 | $1K | Sell |
43
-1,050
| -96% | -$24.4K | ﹤0.01% | 843 |
|
|
2021
Q3 | $29K | Buy |
1,093
+43
| +4% | +$1.14K | ﹤0.01% | 310 |
|
|
2021
Q2 | $28K | Sell |
1,050
-153
| -13% | -$4.08K | ﹤0.01% | 311 |
|
|
2021
Q1 | $32K | Buy |
1,203
+153
| +15% | +$4.07K | ﹤0.01% | 244 |
|
|
2020
Q4 | $29K | Hold |
1,050
| – | – | ﹤0.01% | 254 |
|
|
2020
Q3 | $29K | Hold |
1,050
| – | – | ﹤0.01% | 230 |
|
|
2020
Q2 | $29K | Hold |
1,050
| – | – | ﹤0.01% | 232 |
|
|
2020
Q1 | $29K | Hold |
1,050
| – | – | 0.01% | 205 |
|
|
2019
Q4 | $27K | Hold |
1,050
| – | – | ﹤0.01% | 284 |
|
|
2019
Q3 | $28K | Hold |
1,050
| – | – | ﹤0.01% | 228 |
|
|
2019
Q2 | $27K | Sell |
1,050
-1,289
| -55% | -$33.1K | ﹤0.01% | 193 |
|
|
2019
Q1 | $59K | Sell |
2,339
-74
| -3% | -$1.87K | 0.01% | 120 |
|
|
2018
Q4 | $59K | Sell |
2,413
-196
| -8% | -$4.79K | 0.01% | 119 |
|
|
2018
Q3 | $64K | Sell |
2,609
-320
| -11% | -$7.85K | 0.01% | 119 |
|
|
2018
Q2 | $72K | Buy |
2,929
+538
| +23% | +$13.2K | 0.02% | 106 |
|
|
2018
Q1 | $59K | Buy |
2,391
+2,154
| +909% | +$53.2K | 0.01% | 149 |
|
|
2017
Q4 | $6K | Buy |
+237
| New | +$6K | ﹤0.01% | 204 |
|