Rowland Carmichael Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $455K | Buy |
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|
2020
Q3 | $323K | Sell |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $54K | Hold |
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|
2019
Q3 | $54K | Hold |
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|
2019
Q2 | $54K | Sell |
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|
2019
Q1 | $211K | Hold |
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|
2018
Q4 | $211K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $161K | Sell |
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|
2018
Q1 | $179K | Buy |
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|
2017
Q4 | $88K | Hold |
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|
2017
Q3 | $88K | Sell |
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|
2017
Q2 | $218K | Buy |
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|
2017
Q1 | $196K | Hold |
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|
2016
Q4 | $196K | Buy |
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