PWMAG
Pinnacle Wealth Management Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,760
| Closed | -$410K | – | 223 |
|
|
2021
Q2 | $410K | Sell |
4,760
-6,300
| -57% | -$543K | 0.1% | 156 |
|
|
2021
Q1 | $954K | Sell |
11,060
-1,000
| -8% | -$86.3K | 0.27% | 85 |
|
|
2020
Q4 | $1.04M | Sell |
12,060
-635
| -5% | -$54.9K | 0.32% | 78 |
|
|
2020
Q3 | $1.1M | Sell |
12,695
-4,185
| -25% | -$362K | 0.38% | 70 |
|
|
2020
Q2 | $1.46M | Buy |
16,880
+9,400
| +126% | +$814K | 0.54% | 52 |
|
|
2020
Q1 | $648K | Buy |
+7,480
| New | +$648K | 0.31% | 76 |
|
|
2019
Q4 | – | Sell |
-2,805
| Closed | -$238K | – | 193 |
|
|
2019
Q3 | $238K | Hold |
2,805
| – | – | 0.1% | 155 |
|
|
2019
Q2 | $238K | Sell |
2,805
-310
| -10% | -$26.3K | 0.1% | 164 |
|
|
2019
Q1 | $262K | Hold |
3,115
| – | – | 0.12% | 151 |
|
|
2018
Q4 | $260K | Buy |
+3,115
| New | +$260K | 0.14% | 134 |
|