WFAG
Wescott Financial Advisory Group’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,579
| Closed | -$382K | – | 167 |
|
|
2023
Q4 | $382K | Buy |
16,579
+163
| +1% | +$3.76K | 0.05% | 117 |
|
|
2023
Q3 | $362K | Buy |
16,416
+2,114
| +15% | +$46.6K | 0.07% | 115 |
|
|
2023
Q2 | $328K | Buy |
14,302
+87
| +0.6% | +$1.99K | 0.06% | 127 |
|
|
2023
Q1 | $332K | Sell |
14,215
-845
| -6% | -$19.8K | 0.07% | 120 |
|
|
2022
Q4 | $342K | Buy |
15,060
+114
| +0.8% | +$2.59K | 0.07% | 111 |
|
|
2022
Q3 | $340K | Buy |
+14,946
| New | +$340K | 0.09% | 105 |
|