Wealthcare Advisory 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 |
-16,484
| Closed | -$363K | – | 755 |
|
|
2023
Q3 | $363K | Buy |
+16,484
| New | +$363K | 0.02% | 508 |
|
|
2021
Q2 | – | Sell |
-5,721
| Closed | -$150K | – | 1074 |
|
|
2021
Q1 | $150K | Sell |
5,721
-1,976
| -26% | -$51.8K | 0.01% | 550 |
|
|
2020
Q4 | $210K | Buy |
+7,697
| New | +$210K | 0.02% | 393 |
|
|
2020
Q2 | – | Sell |
-3,227
| Closed | -$90K | – | 750 |
|
|
2020
Q1 | $90K | Buy |
3,227
+1,768
| +121% | +$49.3K | 0.01% | 391 |
|
|
2019
Q4 | $38K | Buy |
1,459
+2
| +0.1% | +$52 | ﹤0.01% | 609 |
|
|
2019
Q3 | $38K | Buy |
1,457
+674
| +86% | +$17.6K | 0.01% | 593 |
|
|
2019
Q2 | $20K | Hold |
783
| – | – | ﹤0.01% | 720 |
|
|
2019
Q1 | $20K | Hold |
783
| – | – | ﹤0.01% | 659 |
|
|
2018
Q4 | $19K | Hold |
783
| – | – | ﹤0.01% | 637 |
|
|
2018
Q3 | $19K | Hold |
783
| – | – | ﹤0.01% | 687 |
|
|
2018
Q2 | $19K | Hold |
783
| – | – | ﹤0.01% | 686 |
|
|
2018
Q1 | $19K | Sell |
783
-1,217
| -61% | -$29.5K | ﹤0.01% | 588 |
|
|
2017
Q4 | $50K | Sell |
2,000
-159
| -7% | -$3.98K | 0.01% | 370 |
|
|
2017
Q3 | $54K | Buy |
+2,159
| New | +$54K | 0.02% | 294 |
|