PWS
Precision Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,814
| Closed | -$715K | – | 111 |
|
|
2022
Q4 | $715K | Buy |
+8,814
| New | +$715K | 0.75% | 22 |
|
|
2022
Q1 | – | Sell |
-18,174
| Closed | -$1.56M | – | 182 |
|
|
2021
Q4 | $1.56M | Sell |
18,174
-20,550
| -53% | -$1.76M | 1.12% | 17 |
|
|
2021
Q3 | $3.34M | Buy |
38,724
+14,629
| +61% | +$1.26M | 2.58% | 7 |
|
|
2021
Q2 | $2.08M | Sell |
24,095
-1,313
| -5% | -$113K | 1.79% | 10 |
|
|
2021
Q1 | $2.19M | Sell |
25,408
-52,914
| -68% | -$4.56M | 2.11% | 9 |
|
|
2020
Q4 | $6.77M | Buy |
+78,322
| New | +$6.77M | 7.34% | 4 |
|