SWM
Scissortail Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24,982
| Closed | -$558K | – | 137 |
|
|
2022
Q3 | $558K | Sell |
24,982
-124,192
| -83% | -$2.77M | 0.29% | 57 |
|
|
2022
Q2 | $3.98M | Buy |
149,174
+62,140
| +71% | +$1.66M | 1.53% | 20 |
|
|
2022
Q1 | $2.08M | Sell |
87,034
-62,140
| -42% | -$1.49M | 1.02% | 32 |
|
|
2021
Q4 | $3.98M | Buy |
+149,174
| New | +$3.98M | 1.53% | 20 |
|