AWMS
Advocacy Wealth Management Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-436
| Closed | -$57K | – | 203 |
|
|
2021
Q1 | $57K | Sell |
436
-15,553
| -97% | -$2.03M | 0.01% | 57 |
|
|
2020
Q4 | $2.13M | Sell |
15,989
-5,059
| -24% | -$673K | 0.32% | 29 |
|
|
2020
Q3 | $2.81M | Buy |
21,048
+2,973
| +16% | +$397K | 0.45% | 25 |
|
|
2020
Q2 | $2.42M | Buy |
18,075
+590
| +3% | +$78.9K | 0.49% | 23 |
|
|
2020
Q1 | $2.33M | Sell |
17,485
-12,936
| -43% | -$1.72M | 0.52% | 17 |
|
|
2019
Q4 | $3.83M | Sell |
30,421
-38,585
| -56% | -$4.85M | 1.09% | 17 |
|
|
2019
Q3 | $8.75M | Buy |
69,006
+8,208
| +14% | +$1.04M | 5.83% | 5 |
|
|
2019
Q2 | $7.65M | Buy |
60,798
+45,117
| +288% | +$5.67M | 5.53% | 4 |
|
|
2019
Q1 | $1.92M | Buy |
+15,681
| New | +$1.92M | 2.09% | 11 |
|