Resurgent Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-936
| Closed | -$21.6K | – | 299 |
|
|
2023
Q4 | $21.6K | Sell |
936
-1,453
| -61% | -$33.5K | 0.01% | 475 |
|
|
2023
Q3 | $52.7K | Sell |
2,389
-12,669
| -84% | -$279K | 0.04% | 314 |
|
|
2023
Q2 | $345K | Buy |
15,058
+1,893
| +14% | +$43.4K | 0.23% | 99 |
|
|
2023
Q1 | $308K | Sell |
13,165
-795
| -6% | -$18.6K | 0.2% | 102 |
|
|
2022
Q4 | $317K | Sell |
13,960
-14,390
| -51% | -$327K | 0.17% | 133 |
|
|
2022
Q3 | $645K | Buy |
28,350
+3,879
| +16% | +$88.3K | 0.43% | 60 |
|
|
2022
Q2 | $585K | Buy |
+24,471
| New | +$585K | 0.38% | 78 |
|