SeaCrest Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-653
| Closed | -$54K | – | 1361 |
|
|
2022
Q2 | $54K | Buy |
+653
| New | +$54K | 0.01% | 1083 |
|
|
2019
Q2 | – | Sell |
-345
| Closed | -$29K | – | 1631 |
|
|
2019
Q1 | $29K | Hold |
345
| – | – | 0.01% | 1135 |
|
|
2018
Q4 | $29K | Hold |
345
| – | – | 0.01% | 1097 |
|
|
2018
Q3 | $29K | Sell |
345
-1,100
| -76% | -$92.5K | ﹤0.01% | 1226 |
|
|
2018
Q2 | $120K | Buy |
1,445
+1,100
| +319% | +$91.3K | 0.02% | 665 |
|
|
2018
Q1 | $29K | Sell |
345
-572
| -62% | -$48.1K | 0.01% | 1187 |
|
|
2017
Q4 | $77K | Buy |
+917
| New | +$77K | 0.01% | 808 |
|