YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-32
| Closed | -$4K | – | 556 |
|
|
2019
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 674 |
|
|
2019
Q1 | $4K | Hold |
32
| – | – | ﹤0.01% | 673 |
|
|
2018
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 651 |
|
|
2018
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 677 |
|
|
2018
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 711 |
|
|
2018
Q1 | $4K | Sell |
32
-165
| -84% | -$20.6K | ﹤0.01% | 703 |
|
|
2017
Q4 | $22K | Sell |
197
-31
| -14% | -$3.46K | 0.01% | 486 |
|
|
2017
Q3 | $25K | Hold |
228
| – | – | 0.01% | 467 |
|
|
2017
Q2 | $25K | Hold |
228
| – | – | 0.01% | 459 |
|
|
2017
Q1 | $25K | Buy |
228
+196
| +613% | +$21.5K | 0.01% | 456 |
|
|
2016
Q4 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 694 |
|