WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-673
| Closed | -$54.6K | – | 1019 |
|
|
2023
Q2 | $54.6K | Buy |
673
+39
| +6% | +$3.16K | 0.01% | 490 |
|
|
2023
Q1 | $52.1K | Sell |
634
-4,912
| -89% | -$404K | 0.01% | 545 |
|
|
2022
Q4 | $450K | Buy |
+5,546
| New | +$450K | 0.03% | 268 |
|
|
2020
Q3 | – | Sell |
-2,403
| Closed | -$208K | – | 325 |
|
|
2020
Q2 | $208K | Sell |
2,403
-852
| -26% | -$73.7K | 0.02% | 282 |
|
|
2020
Q1 | $281K | Buy |
+3,255
| New | +$281K | 0.04% | 205 |
|
|
2019
Q3 | – | Sell |
-2,990
| Closed | -$254K | – | 243 |
|
|
2019
Q2 | $254K | Buy |
+2,990
| New | +$254K | 0.04% | 203 |
|
|
2016
Q3 | $15.2K | Sell |
179
-179
| -50% | -$15.2K | ﹤0.01% | 532 |
|
|
2016
Q2 | $15.3K | Buy |
+358
| New | +$15.3K | ﹤0.01% | 1548 |
|