Planning Alternatives’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,033
| Closed | -$347K | – | 48 |
|
|
2021
Q3 | $347K | Hold |
4,033
| – | – | 0.06% | 36 |
|
|
2021
Q2 | $347K | Sell |
4,033
-104
| -3% | -$8.95K | 0.06% | 35 |
|
|
2021
Q1 | $357K | Buy |
4,137
+104
| +3% | +$8.98K | 0.06% | 36 |
|
|
2020
Q4 | $348K | Hold |
4,033
| – | – | 0.06% | 35 |
|
|
2020
Q3 | $349K | Hold |
4,033
| – | – | 0.07% | 36 |
|
|
2020
Q2 | $349K | Hold |
4,033
| – | – | 0.07% | 35 |
|
|
2020
Q1 | $350K | Buy |
+4,033
| New | +$350K | 0.08% | 35 |
|