David Katz - Matrix Asset Advisors Inc
Holding/activity history for Ishares Tr (SHV)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2021 Q1 | 0 | 0.00 | Sell 100.00% | 0.09 | SEC | ||
| 2020 Q4 | 4,994 | 0.09 | Add 2.65% | <0.01 | $110.53 | $552,000 | SEC |
| 2020 Q3 | 4,865 | 0.10 | Reduce 2.89% | <0.01 | $110.79 | $539,000 | SEC |
| 2020 Q2 | 5,010 | 0.11 | Add 9.32% | <0.01 | $110.78 | $555,000 | SEC |
| 2020 Q1 | 4,583 | 0.12 | Reduce 2.28% | <0.01 | $111.06 | $509,000 | SEC |
| 2019 Q4 | 4,690 | 0.08 | Add 135.68% | 0.05 | $110.45 | $518,000 | SEC |
| 2019 Q3 | 1,990 | 0.04 | Buy | 0.04 | $110.55 | $220,000 | SEC |