Tradition Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33
| Closed | -$4K | – | 1043 |
|
|
2023
Q4 | $4K | Sell |
33
-163
| -83% | -$19.8K | ﹤0.01% | 1197 |
|
|
2023
Q3 | $22K | Hold |
196
| – | – | ﹤0.01% | 824 |
|
|
2023
Q2 | $22K | Buy |
+196
| New | +$22K | ﹤0.01% | 860 |
|
|
2023
Q1 | – | Sell |
-151
| Closed | -$17K | – | 1313 |
|
|
2022
Q4 | $17K | Buy |
+151
| New | +$17K | ﹤0.01% | 787 |
|
|
2022
Q2 | – | Sell |
-27
| Closed | -$3K | – | 1145 |
|
|
2022
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 1122 |
|
|
2021
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 1146 |
|
|
2021
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 1132 |
|
|
2021
Q2 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 1148 |
|
|
2021
Q1 | – | Sell |
-27
| Closed | -$3K | – | 995 |
|
|
2020
Q4 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 910 |
|