180 Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,794
| Closed | -$333K | – | 266 |
|
|
2018
Q4 | $333K | Hold |
2,794
| – | – | 0.16% | 171 |
|
|
2018
Q3 | $333K | Buy |
2,794
+109
| +4% | +$13K | 0.15% | 171 |
|
|
2018
Q2 | $322K | Sell |
2,685
-144
| -5% | -$17.3K | 0.16% | 171 |
|
|
2018
Q1 | $341K | Buy |
2,829
+291
| +11% | +$35.1K | 0.18% | 150 |
|
|
2017
Q4 | $310K | Buy |
+2,538
| New | +$310K | 0.16% | 162 |
|