Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $14.9K | Hold |
184
| – | – | 0.01% | 291 |
|
|
2023
Q1 | $15.1K | Sell |
184
-294
| -62% | -$24.2K | 0.01% | 288 |
|
|
2022
Q4 | $38.8K | Hold |
478
| – | – | 0.02% | 234 |
|
|
2022
Q3 | $39K | Hold |
478
| – | – | 0.02% | 239 |
|
|
2022
Q2 | $40K | Buy |
478
+294
| +160% | +$24.6K | 0.02% | 247 |
|
|
2022
Q1 | $15K | Hold |
184
| – | – | 0.01% | 319 |
|
|
2021
Q4 | $16K | Sell |
184
-37
| -17% | -$3.22K | 0.01% | 307 |
|
|
2021
Q3 | $19K | Hold |
221
| – | – | 0.01% | 297 |
|
|
2021
Q2 | $19K | Hold |
221
| – | – | 0.01% | 267 |
|
|
2021
Q1 | $19K | Sell |
221
-690
| -76% | -$59.3K | 0.01% | 265 |
|
|
2020
Q4 | $79K | Buy |
+911
| New | +$79K | 0.07% | 142 |
|