YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-150
| Closed | -$13K | – | 557 |
|
|
2019
Q2 | $13K | Hold |
150
| – | – | 0.01% | 514 |
|
|
2019
Q1 | $13K | Hold |
150
| – | – | 0.01% | 534 |
|
|
2018
Q4 | $13K | Hold |
150
| – | – | 0.01% | 540 |
|
|
2018
Q3 | $12K | Hold |
150
| – | – | 0.01% | 589 |
|
|
2018
Q2 | $13K | Sell |
150
-75
| -33% | -$6.5K | 0.01% | 594 |
|
|
2018
Q1 | $19K | Hold |
225
| – | – | 0.01% | 542 |
|
|
2017
Q4 | $19K | Sell |
225
-650
| -74% | -$54.9K | 0.01% | 532 |
|
|
2017
Q3 | $74K | Hold |
875
| – | – | 0.04% | 331 |
|
|
2017
Q2 | $74K | Hold |
875
| – | – | 0.04% | 323 |
|
|
2017
Q1 | $74K | Sell |
875
-320
| -27% | -$27.1K | 0.04% | 321 |
|
|
2016
Q4 | $101K | Buy |
+1,195
| New | +$101K | 0.06% | 240 |
|