WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $29.4K | Hold |
267
| – | – | 0.01% | 397 |
|
|
2024
Q3 | $29.5K | Sell |
267
-35
| -12% | -$3.87K | 0.01% | 419 |
|
|
2024
Q2 | $33.4K | Sell |
302
-63
| -17% | -$6.96K | 0.01% | 377 |
|
|
2024
Q1 | $40.3K | Buy |
+365
| New | +$40.3K | 0.01% | 363 |
|
|
2023
Q4 | – | Sell |
-381
| Closed | -$42.1K | – | 742 |
|
|
2023
Q3 | $42.1K | Buy |
381
+61
| +19% | +$6.74K | 0.02% | 338 |
|
|
2023
Q2 | $35.3K | Buy |
320
+46
| +17% | +$5.08K | 0.01% | 366 |
|
|
2023
Q1 | $30.3K | Buy |
+274
| New | +$30.3K | 0.01% | 383 |
|
|
2022
Q2 | – | Sell |
-22
| Closed | -$2.43K | – | 541 |
|
|
2022
Q1 | $2.43K | Buy |
+22
| New | +$2.43K | ﹤0.01% | 415 |
|