AOWM
Alpha Omega Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-52
| Closed | -$6K | – | 464 |
|
|
2017
Q3 | $6K | Hold |
52
| – | – | ﹤0.01% | 385 |
|
|
2017
Q2 | $6K | Hold |
52
| – | – | ﹤0.01% | 375 |
|
|
2017
Q1 | $6K | Hold |
52
| – | – | ﹤0.01% | 391 |
|
|
2016
Q4 | $6K | Hold |
52
| – | – | ﹤0.01% | 371 |
|
|
2016
Q3 | $7K | Hold |
52
| – | – | 0.01% | 179 |
|
|
2016
Q2 | $7K | Sell |
52
-26
| -33% | -$3.5K | 0.01% | 183 |
|
|
2016
Q1 | $10K | Hold |
78
| – | – | 0.01% | 171 |
|
|
2015
Q4 | $10K | Buy |
+78
| New | +$10K | 0.01% | 165 |
|