LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-55
| Closed | -$6K | – | 677 |
|
|
2022
Q1 | $6K | Hold |
55
| – | – | ﹤0.01% | 581 |
|
|
2021
Q4 | $6K | Hold |
55
| – | – | ﹤0.01% | 646 |
|
|
2021
Q3 | $6K | Hold |
55
| – | – | ﹤0.01% | 648 |
|
|
2021
Q2 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 726 |
|
|
2021
Q1 | – | Sell |
-55
| Closed | -$6K | – | 629 |
|
|
2020
Q4 | $6K | Hold |
55
| – | – | ﹤0.01% | 679 |
|
|
2020
Q3 | $6K | Hold |
55
| – | – | ﹤0.01% | 536 |
|
|
2020
Q2 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 535 |
|