Orser Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,450
| Closed | -$1.7M | – | 70 |
|
|
2022
Q1 | $1.7M | Buy |
+15,450
| New | +$1.7M | 1.04% | 37 |
|
|
2021
Q3 | – | Sell |
-3,000
| Closed | -$331K | – | 99 |
|
|
2021
Q2 | $331K | Hold |
3,000
| – | – | 0.17% | 78 |
|
|
2021
Q1 | $332K | Sell |
3,000
-1,120
| -27% | -$124K | 0.22% | 71 |
|
|
2020
Q4 | $455K | Sell |
4,120
-1,170
| -22% | -$129K | 0.29% | 66 |
|
|
2020
Q3 | $586K | Buy |
+5,290
| New | +$586K | 0.46% | 50 |
|