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 |
|