1834 Investment 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-5
| Closed | -$1K | – | 319 |
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 461 |
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 429 |
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 457 |
|
2021
Q3 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 469 |
|
2021
Q2 | $1K | Sell |
4
-66
| -94% | -$16.5K | ﹤0.01% | 488 |
|
2021
Q1 | $9K | Buy |
70
+2
| +3% | +$257 | ﹤0.01% | 396 |
|
2020
Q4 | $9K | Buy |
68
+66
| +3,300% | +$8.74K | ﹤0.01% | 377 |
|
2020
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 441 |
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 461 |
|
2020
Q1 | $0 | Sell |
1
-103
| -99% | – | ﹤0.01% | 421 |
|
2019
Q4 | $13K | Buy |
104
+1
| +1% | +$125 | ﹤0.01% | 360 |
|
2019
Q3 | $13K | Buy |
+103
| New | +$13K | ﹤0.01% | 357 |
|