Bogart Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Bogart Wealth, LLC holds 305 shares of SHY stock, worth $24,942. This represents 0.0% of its overall portfolio holdings.

Number of Shares

305

Previous 305 -0.0%

Holding current value

$24,942

Previous $24,000 4.17%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$81.05 - $81.66 $10,536 - $10,615	130 Added 74.29%	305 $24,000
Q1 2023 Apr 21, 2023	SELL	$80.51 - $82.52 $644 - $660	-8 Reduced 4.37%	175 $14,000
Q3 2021 Oct 15, 2021	BUY	$86.09 - $86.31 $688 - $690	8 Added 4.57%	183 $16,000
Q3 2020 Oct 06, 2020	SELL	$86.46 - $86.63 $6,743 - $6,757	-78 Reduced 30.83%	175 $15,000
Q2 2020 Jul 08, 2020	SELL	$86.48 - $86.8 $6,658 - $6,683	-77 Reduced 23.33%	253 $22,000
Q4 2019 Feb 10, 2020	SELL	$84.51 - $85.05 $21,465 - $21,602	-254 Reduced 43.49%	330 $28,000
Q3 2019 Oct 10, 2019	SELL	$84.4 - $85.1 $9,874 - $9,956	-117 Reduced 16.69%	584 $50,000
Q2 2019 Jul 11, 2019	SELL	$83.84 - $84.81 $79,815 - $80,739	-952 Reduced 57.59%	701 $59,000
Q1 2019 Apr 08, 2019	SELL	$83.51 - $84.18 $8,100 - $8,165	-97 Reduced 5.54%	1,653 $139,000
Q4 2018 Jan 15, 2019	BUY	$82.85 - $83.62 $144,987 - $146,335	1,750 New	1,750 $146,000
Q4 2017 Jan 11, 2018	SELL	$83.78 - $84.55 $0 - $0	0 Closed	0 $0
Q3 2017 Oct 12, 2017	BUY	$84.45 - $84.47 $0 - $0	0	0 $0

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Bogart Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History