WR Wealth Planners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $35.4K | Sell |
|
|||||
|
2024
Q3 | $61.3K | Hold |
|
|||||
|
2024
Q2 | $60.2K | Sell |
|
|||||
|
2024
Q1 | $60.5K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $87.4K | Buy |
|
|||||
|
2023
Q2 | $56.9K | Buy |
|
|||||
|
2023
Q1 | $35.3K | Buy |
|
|||||
|
2022
Q4 | $487 | Hold |
|
|||||
|
2022
Q3 | $487 | Hold |
|
|||||
|
2022
Q2 | $497 | Sell |
|
|||||
|
2022
Q1 | $10.6K | Buy |
|