FirstPurpose Wealth LLC SHY Holdings History
FirstPurpose Wealth LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2024-03-31, FirstPurpose Wealth LLC held 21,458.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $1.74 Mil. This investment constitutes 0.63% of their stock portfolio, and FirstPurpose Wealth LLC now holds -% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2021Q4. And since then FirstPurpose Wealth LLC has made 5 purchases of SHY, at an average price of $82.57, for a total of 80,530.00 shares. In addition, there have been 4 sales at an average price of $81.07 for 59,072.00 shares. Based on historical transaction data and SHY's current price of $82.55, FirstPurpose Wealth LLC's estimated gain on his SHY holdings is $-88,900.05, reflecting a -1.34% gain to date.
FirstPurpose Wealth LLC SHY ($82.55) Holding Chart
FirstPurpose Wealth LLC SHY ($82.55) 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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