PWA
Physician 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-176,521
| Closed | -$4.88M | – | 142 |
|
|
2020
Q3 | $4.88M | Buy |
176,521
+14,536
| +9% | +$402K | 1.96% | 13 |
|
|
2020
Q2 | $4.56M | Buy |
161,985
+25,001
| +18% | +$704K | 1.84% | 13 |
|
|
2020
Q1 | $3.86M | Sell |
136,984
-79,502
| -37% | -$2.24M | 1.93% | 12 |
|
|
2019
Q4 | $5.64M | Buy |
216,486
+37,198
| +21% | +$969K | 2.51% | 8 |
|
|
2019
Q3 | $4.69M | Buy |
+179,288
| New | +$4.69M | 2.29% | 9 |
|