Lenox Wealth Advisors’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
Q1 | – | Sell |
-200
| Closed | -$17K | – | 962 |
|
|
2021
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 431 |
|
|
2021
Q3 | $17K | Sell |
200
-1,020
| -84% | -$86.7K | ﹤0.01% | 391 |
|
|
2021
Q2 | $105K | Hold |
1,220
| – | – | 0.01% | 151 |
|
|
2021
Q1 | $105K | Hold |
1,220
| – | – | 0.01% | 127 |
|
|
2020
Q4 | $105K | Hold |
1,220
| – | – | 0.01% | 119 |
|
|
2020
Q3 | $106K | Hold |
1,220
| – | – | 0.02% | 113 |
|
|
2020
Q2 | $106K | Hold |
1,220
| – | – | 0.02% | 100 |
|
|
2020
Q1 | $106K | Hold |
1,220
| – | – | 0.02% | 92 |
|
|
2019
Q4 | $103K | Buy |
+1,220
| New | +$103K | 0.02% | 117 |
|