Minot Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,396
| Closed | -$265K | – | 208 |
|
|
2020
Q4 | $265K | Sell |
2,396
-1,502
| -39% | -$166K | 0.08% | 131 |
|
|
2020
Q3 | $432K | Sell |
3,898
-514
| -12% | -$57K | 0.16% | 96 |
|
|
2020
Q2 | $489K | Buy |
4,412
+226
| +5% | +$25K | 0.24% | 84 |
|
|
2020
Q1 | $465K | Buy |
4,186
+1,042
| +33% | +$116K | 0.33% | 75 |
|
|
2019
Q4 | $348K | Buy |
+3,144
| New | +$348K | 0.16% | 100 |
|