MorganRosel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,137
| Closed | -$1.44M | – | 97 |
|
|
2022
Q4 | $1.44M | Sell |
13,137
-82,610
| -86% | -$9.08M | 0.67% | 25 |
|
|
2022
Q3 | $10.5M | Buy |
+95,747
| New | +$10.5M | 5.28% | 6 |
|
|
2020
Q1 | – | Sell |
-1,849
| Closed | -$204K | – | 77 |
|
|
2019
Q4 | $204K | Sell |
1,849
-206
| -10% | -$22.7K | 0.15% | 71 |
|
|
2019
Q3 | $227K | Sell |
2,055
-20,786
| -91% | -$2.3M | 0.19% | 67 |
|
|
2019
Q2 | $2.53M | Sell |
22,841
-27,118
| -54% | -$3M | 2.08% | 15 |
|
|
2019
Q1 | $5.52M | Sell |
49,959
-66,958
| -57% | -$7.4M | 4.69% | 5 |
|
|
2018
Q4 | $12.9M | Buy |
+116,917
| New | +$12.9M | 13.35% | 1 |
|