OWA
Outlook Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-162,512
| Closed | -$4.31M | – | 214 |
|
|
2021
Q3 | $4.31M | Buy |
162,512
+2,329
| +1% | +$61.8K | 1.41% | 18 |
|
|
2021
Q2 | $4.26M | Buy |
160,183
+9,541
| +6% | +$254K | 1.36% | 20 |
|
|
2021
Q1 | $3.95M | Sell |
150,642
-121,391
| -45% | -$3.18M | 1.37% | 19 |
|
|
2020
Q4 | $7.41M | Sell |
272,033
-52,741
| -16% | -$1.44M | 2.7% | 7 |
|
|
2020
Q3 | $9.08M | Buy |
324,774
+32,238
| +11% | +$901K | 3.61% | 5 |
|
|
2020
Q2 | $8.19M | Buy |
292,536
+34,760
| +13% | +$973K | 3.47% | 5 |
|
|
2020
Q1 | $7.22M | Buy |
+257,776
| New | +$7.22M | 4.08% | 5 |
|