Apriem Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-47
| Closed | -$5K | – | 693 |
|
2016
Q4 | $5K | Buy |
+47
| New | +$5K | ﹤0.01% | 496 |
|
2016
Q2 | – | Sell |
-67
| Closed | -$7K | – | 611 |
|
2016
Q1 | $7K | Buy |
+67
| New | +$7K | ﹤0.01% | 403 |
|
2015
Q2 | – | Sell |
-182
| Closed | -$20K | – | 650 |
|
2015
Q1 | $20K | Hold |
182
| – | – | 0.01% | 319 |
|
2014
Q4 | $19K | Buy |
+182
| New | +$19K | 0.01% | 302 |
|