SWM
Selective 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 | $265K | Sell |
11,358
-2,389
| -17% | -$55.7K | 0.14% | 96 |
|
|
2022
Q3 | $313K | Sell |
13,747
-4,175
| -23% | -$95.1K | 0.13% | 90 |
|
|
2022
Q2 | $428K | Sell |
17,922
-1,559
| -8% | -$37.2K | 0.15% | 85 |
|
|
2022
Q1 | $485K | Sell |
19,481
-6,503
| -25% | -$162K | 0.18% | 68 |
|
|
2021
Q4 | $693K | Buy |
25,984
+13,143
| +102% | +$351K | 0.28% | 46 |
|
|
2021
Q3 | $341K | Buy |
+12,841
| New | +$341K | 0.18% | 63 |
|
|
2020
Q3 | – | Sell |
-1,123
| Closed | -$31K | – | 351 |
|
|
2020
Q2 | $31K | Buy |
1,123
+404
| +56% | +$11.2K | 0.03% | 138 |
|
|
2020
Q1 | $20K | Hold |
719
| – | – | 0.03% | 104 |
|
|
2019
Q4 | $19K | Hold |
719
| – | – | 0.02% | 122 |
|
|
2019
Q3 | $19K | Buy |
+719
| New | +$19K | 0.03% | 125 |
|