PPWP
Proquility Private Wealth Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $5.63M | Buy |
244,786
+33,702
| +16% | +$775K | 1.73% | 18 |
|
2024
Q4 | $4.85M | Sell |
211,084
-33,275
| -14% | -$765K | 1.56% | 19 |
|
2024
Q3 | $5.73M | Buy |
244,359
+20,358
| +9% | +$477K | 1.84% | 16 |
|
2024
Q2 | $5.06M | Buy |
224,001
+3,907
| +2% | +$88.2K | 1.72% | 18 |
|
2024
Q1 | $5.01M | Buy |
220,094
+39,768
| +22% | +$906K | 1.72% | 19 |
|
2023
Q4 | $4.15M | Buy |
180,326
+137,078
| +317% | +$3.16M | 1.57% | 18 |
|
2023
Q3 | $953K | Sell |
43,248
-44
| -0.1% | -$970 | 0.39% | 67 |
|
2023
Q2 | $991K | Buy |
43,292
+118
| +0.3% | +$2.7K | 0.39% | 67 |
|
2023
Q1 | $1.01M | Buy |
+43,174
| New | +$1.01M | 0.4% | 63 |
|