TFO Wealth Partners’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 |
-347
| Closed | -$7.95K | – | 991 |
|
|
2023
Q3 | $7.95K | Hold |
347
| – | – | ﹤0.01% | 172 |
|
|
2023
Q2 | $7.95K | Hold |
347
| – | – | ﹤0.01% | 160 |
|
|
2023
Q1 | $8.11K | Buy |
347
+341
| +5,683% | +$7.97K | ﹤0.01% | 117 |
|
|
2022
Q4 | $308 | Sell |
6
-341
| -98% | -$17.5K | ﹤0.01% | 559 |
|
|
2022
Q3 | $8K | Sell |
347
-894
| -72% | -$20.6K | ﹤0.01% | 92 |
|
|
2022
Q2 | $30K | Buy |
+1,241
| New | +$30K | 0.01% | 76 |
|