B. Riley Wealth Management’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
Q2 | $252 | Buy |
+2,110
| New | +$252 | ﹤0.01% | 587 |
|
|
2022
Q1 | – | Sell |
-2,645
| Closed | -$340K | – | 657 |
|
|
2021
Q4 | $340K | Buy |
2,645
+88
| +3% | +$11.3K | 0.02% | 440 |
|
|
2021
Q3 | $333K | Buy |
+2,557
| New | +$333K | 0.03% | 430 |
|
|
2015
Q2 | – | Sell |
-44
| Closed | -$5K | – | 1041 |
|
|
2015
Q1 | $5K | Hold |
44
| – | – | ﹤0.01% | 859 |
|
|
2014
Q4 | $5K | Hold |
44
| – | – | ﹤0.01% | 847 |
|
|
2014
Q3 | $5K | Hold |
44
| – | – | ﹤0.01% | 898 |
|
|
2014
Q2 | $5K | Hold |
44
| – | – | ﹤0.01% | 937 |
|
|
2014
Q1 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 884 |
|