Total Clarity Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-8,841
| Closed | -$201K | – | 263 |
|
2024
Q1 | $201K | Buy |
+8,841
| New | +$201K | 0.07% | 254 |
|
2022
Q3 | – | Sell |
-576
| Closed | -$14K | – | 517 |
|
2022
Q2 | $14K | Buy |
+576
| New | +$14K | 0.01% | 604 |
|
2022
Q1 | – | Sell |
-1,172
| Closed | -$31K | – | 483 |
|
2021
Q4 | $31K | Buy |
1,172
+401
| +52% | +$10.6K | 0.01% | 482 |
|
2021
Q3 | $20K | Buy |
+771
| New | +$20K | 0.01% | 559 |
|
2021
Q2 | – | Sell |
-195
| Closed | -$5K | – | 391 |
|
2021
Q1 | $5K | Buy |
+195
| New | +$5K | ﹤0.01% | 687 |
|
2020
Q1 | – | Sell |
-239
| Closed | -$6K | – | 287 |
|
2019
Q4 | $6K | Buy |
+239
| New | +$6K | ﹤0.01% | 563 |
|