Atlas Private Wealth Management, LLC SHY Holdings History
Atlas Private Wealth Management, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2024-03-31, Atlas Private Wealth Management, LLC held 111,804.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $9.14 Mil. This investment constitutes 3.84% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds -% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2019Q4. And since then Atlas Private Wealth Management, LLC has made 10 purchases of SHY, at an average price of $81.81, for a total of 136,407.00 shares. In addition, there have been 7 sales at an average price of $81.98 for 24,603.00 shares. Based on historical transaction data and SHY's current price of $82.41, Atlas Private Wealth Management, LLC's estimated gain on his SHY holdings is $71,693.63, reflecting a 0.64% gain to date.
Atlas Private Wealth Management, LLC SHY ($82.41) Holding Chart
Atlas Private Wealth Management, LLC SHY ($82.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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