WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $35.4K | Sell |
432
-305
| -41% | -$25K | 0.01% | 365 |
|
|
2024
Q3 | $61.3K | Hold |
737
| – | – | 0.02% | 314 |
|
|
2024
Q2 | $60.2K | Sell |
737
-3
| -0.4% | -$245 | 0.02% | 307 |
|
|
2024
Q1 | $60.5K | Buy |
+740
| New | +$60.5K | 0.02% | 307 |
|
|
2023
Q4 | – | Sell |
-1,079
| Closed | -$87.4K | – | 743 |
|
|
2023
Q3 | $87.4K | Buy |
1,079
+377
| +54% | +$30.5K | 0.03% | 262 |
|
|
2023
Q2 | $56.9K | Buy |
702
+272
| +63% | +$22.1K | 0.02% | 303 |
|
|
2023
Q1 | $35.3K | Buy |
430
+424
| +7,067% | +$34.8K | 0.02% | 365 |
|
|
2022
Q4 | $487 | Hold |
6
| – | – | ﹤0.01% | 449 |
|
|
2022
Q3 | $487 | Hold |
6
| – | – | ﹤0.01% | 442 |
|
|
2022
Q2 | $497 | Sell |
6
-121
| -95% | -$10K | ﹤0.01% | 474 |
|
|
2022
Q1 | $10.6K | Buy |
+127
| New | +$10.6K | 0.01% | 291 |
|