WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-295
| Closed | -$32.6K | – | 504 |
|
|
2023
Q3 | $32.6K | Buy |
295
+130
| +79% | +$14.4K | ﹤0.01% | 389 |
|
|
2023
Q2 | $18.2K | Sell |
165
-379
| -70% | -$41.9K | ﹤0.01% | 423 |
|
|
2023
Q1 | $60.1K | Buy |
+544
| New | +$60.1K | 0.01% | 368 |
|
|
2018
Q2 | – | Sell |
-10
| Closed | -$1K | – | 258 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 231 |
|
|
2017
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 218 |
|