Resurgent Financial Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,823
| Closed | -$202K | – | 196 |
|
|
2024
Q1 | $202K | Sell |
1,823
-262
| -13% | -$29K | 0.11% | 183 |
|
|
2023
Q4 | $230K | Buy |
2,085
+1,706
| +450% | +$188K | 0.14% | 153 |
|
|
2023
Q3 | $41.9K | Sell |
379
-410
| -52% | -$45.3K | 0.03% | 354 |
|
|
2023
Q2 | $87.1K | Sell |
789
-311
| -28% | -$34.4K | 0.06% | 248 |
|
|
2023
Q1 | $122K | Sell |
1,100
-135
| -11% | -$14.9K | 0.08% | 204 |
|
|
2022
Q4 | $136K | Sell |
1,235
-4,017
| -76% | -$442K | 0.07% | 257 |
|
|
2022
Q3 | $578K | Sell |
5,252
-5,885
| -53% | -$648K | 0.39% | 78 |
|
|
2022
Q2 | $1.23M | Buy |
+11,137
| New | +$1.23M | 0.79% | 32 |
|