PPW
Pasadena Private Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-185,658
| Closed | -$4.82M | – | 74 |
|
2019
Q4 | $4.82M | Buy |
185,658
+6,220
| +3% | +$161K | 2.11% | 13 |
|
2019
Q3 | $4.72M | Sell |
179,438
-34,526
| -16% | -$909K | 2.18% | 12 |
|
2019
Q2 | $5.52M | Buy |
+213,964
| New | +$5.52M | 2.61% | 12 |
|