Teamwork Financial Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,337
| Closed | -$603K | – | 198 |
|
|
2023
Q3 | $603K | Sell |
27,337
-2,566
| -9% | -$56.6K | 0.1% | 116 |
|
|
2023
Q2 | $685K | Sell |
29,903
-30,745
| -51% | -$704K | 0.11% | 104 |
|
|
2023
Q1 | $1.42M | Buy |
60,648
+24,248
| +67% | +$567K | 0.26% | 64 |
|
|
2022
Q4 | $827K | Sell |
36,400
-25,229
| -41% | -$573K | 0.17% | 89 |
|
|
2022
Q3 | $1.4M | Sell |
61,629
-21,330
| -26% | -$486K | 0.3% | 53 |
|
|
2022
Q2 | $1.98M | Sell |
82,959
-591
| -0.7% | -$14.1K | 0.43% | 47 |
|
|
2022
Q1 | $2.08M | Sell |
83,550
-7,928
| -9% | -$197K | 0.39% | 56 |
|
|
2021
Q4 | $2.44M | Sell |
91,478
-2,284
| -2% | -$60.9K | 0.45% | 36 |
|
|
2021
Q3 | $2.49M | Sell |
93,762
-8,961
| -9% | -$238K | 0.49% | 34 |
|
|
2021
Q2 | $2.73M | Buy |
102,723
+30,614
| +42% | +$814K | 0.56% | 32 |
|
|
2021
Q1 | $1.89M | Buy |
72,109
+9,632
| +15% | +$252K | 0.44% | 41 |
|
|
2020
Q4 | $1.7M | Buy |
62,477
+2,651
| +4% | +$72.2K | 0.4% | 41 |
|
|
2020
Q3 | $1.67M | Buy |
59,826
+14,310
| +31% | +$400K | 0.52% | 34 |
|
|
2020
Q2 | $1.27M | Buy |
+45,516
| New | +$1.27M | 0.46% | 54 |
|