WCM
Wealthcare Capital Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,672
| Closed | -$285K | – | 84 |
|
|
2021
Q4 | $285K | Buy |
10,672
+1,773
| +20% | +$47.3K | 0.03% | 72 |
|
|
2021
Q3 | $236K | Sell |
8,899
-247
| -3% | -$6.55K | 0.02% | 72 |
|
|
2021
Q2 | $243K | Sell |
9,146
-2,849
| -24% | -$75.7K | 0.02% | 69 |
|
|
2021
Q1 | $314K | Sell |
11,995
-1,104
| -8% | -$28.9K | 0.03% | 58 |
|
|
2020
Q4 | $357K | Sell |
13,099
-1,067
| -8% | -$29.1K | 0.04% | 50 |
|
|
2020
Q3 | $396K | Sell |
14,166
-7,076
| -33% | -$198K | 0.05% | 44 |
|
|
2020
Q2 | $595K | Sell |
21,242
-35,089
| -62% | -$983K | 0.07% | 32 |
|
|
2020
Q1 | $1.58M | Sell |
56,331
-45,659
| -45% | -$1.28M | 0.21% | 18 |
|
|
2019
Q4 | $2.65M | Sell |
101,990
-5,462
| -5% | -$142K | 0.32% | 14 |
|
|
2019
Q3 | $2.83M | Sell |
107,452
-2,972
| -3% | -$78.2K | 0.35% | 13 |
|
|
2019
Q2 | $2.85M | Sell |
110,424
-7,306
| -6% | -$189K | 0.39% | 12 |
|
|
2019
Q1 | $2.97M | Sell |
117,730
-30,877
| -21% | -$779K | 0.42% | 11 |
|
|
2018
Q4 | $3.66M | Buy |
+148,607
| New | +$3.66M | 0.57% | 11 |
|
|
2016
Q1 | – | Sell |
-38,602
| Closed | -$967K | – | 219 |
|
|
2015
Q4 | $967K | Buy |
+38,602
| New | +$967K | 0.12% | 18 |
|