Outlook Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,075
| Closed | -$493K | – | 212 |
|
|
2023
Q2 | $493K | Sell |
6,075
-213
| -3% | -$17.3K | 0.19% | 128 |
|
|
2023
Q1 | $517K | Buy |
+6,288
| New | +$517K | 0.23% | 110 |
|
|
2022
Q2 | – | Sell |
-2,495
| Closed | -$208K | – | 204 |
|
|
2022
Q1 | $208K | Sell |
2,495
-12
| -0.5% | -$1K | 0.07% | 192 |
|
|
2021
Q4 | $214K | Sell |
2,507
-185
| -7% | -$15.8K | 0.06% | 195 |
|
|
2021
Q3 | $232K | Sell |
2,692
-226
| -8% | -$19.5K | 0.08% | 193 |
|
|
2021
Q2 | $251K | Sell |
2,918
-1,282
| -31% | -$110K | 0.08% | 191 |
|
|
2021
Q1 | $362K | Buy |
4,200
+39
| +0.9% | +$3.36K | 0.13% | 158 |
|
|
2020
Q4 | $359K | Sell |
4,161
-28
| -0.7% | -$2.42K | 0.13% | 150 |
|
|
2020
Q3 | $362K | Sell |
4,189
-202
| -5% | -$17.5K | 0.14% | 137 |
|
|
2020
Q2 | $380K | Sell |
4,391
-119
| -3% | -$10.3K | 0.16% | 128 |
|
|
2020
Q1 | $391K | Buy |
+4,510
| New | +$391K | 0.22% | 94 |
|