OPWM
Oakwell Private Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,955
| Closed | -$215K | – | 63 |
|
|
2022
Q4 | $215K | Sell |
1,955
-73
| -4% | -$8.02K | 0.1% | 58 |
|
|
2022
Q3 | $223K | Sell |
2,028
-3,268
| -62% | -$359K | 0.12% | 57 |
|
|
2022
Q2 | $583K | Buy |
5,296
+3,399
| +179% | +$374K | 0.33% | 35 |
|
|
2022
Q1 | $209K | Sell |
1,897
-353
| -16% | -$38.9K | 0.11% | 57 |
|
|
2021
Q4 | $248K | Sell |
2,250
-222
| -9% | -$24.5K | 0.12% | 56 |
|
|
2021
Q3 | $273K | Buy |
+2,472
| New | +$273K | 0.15% | 55 |
|
|
2021
Q1 | – | Sell |
-1,977
| Closed | -$219K | – | 64 |
|
|
2020
Q4 | $219K | Buy |
+1,977
| New | +$219K | 0.17% | 58 |
|