Prestige Wealth Management Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-16,719
Closed -$467K 975
2020
Q3
$467K Sell
16,719
-130
-0.8% -$3.63K 0.14% 74
2020
Q2
$472K Sell
16,849
-120
-0.7% -$3.36K 0.17% 59
2020
Q1
$475K Buy
16,969
+8,500
+100% +$238K 0.2% 49
2019
Q4
$220K Sell
8,469
-10,572
-56% -$275K 0.12% 108
2019
Q3
$501K Buy
+19,041
New +$501K 0.29% 55