Trinity Legacy Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-42,309
| Closed | -$3.66M | – | 95 |
|
2020
Q4 | $3.66M | Sell |
42,309
-306
| -0.7% | -$26.4K | 1.66% | 19 |
|
2020
Q3 | $3.68M | Sell |
42,615
-1,374
| -3% | -$119K | 1.78% | 17 |
|
2020
Q2 | $3.81M | Buy |
43,989
+32,830
| +294% | +$2.84M | 1.95% | 16 |
|
2020
Q1 | $967K | Buy |
11,159
+2,842
| +34% | +$246K | 0.68% | 34 |
|
2019
Q4 | $704K | Buy |
8,317
+5,825
| +234% | +$493K | 0.33% | 46 |
|
2019
Q3 | $211K | Buy |
+2,492
| New | +$211K | 0.1% | 61 |
|