Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-85
| Closed | -$10K | – | 775 |
|
|
2023
Q1 | $10K | Hold |
85
| – | – | ﹤0.01% | 614 |
|
|
2022
Q4 | $9.77K | Hold |
85
| – | – | ﹤0.01% | 610 |
|
|
2022
Q3 | $10K | Sell |
85
-24
| -22% | -$2.82K | ﹤0.01% | 521 |
|
|
2022
Q2 | $13K | Hold |
109
| – | – | ﹤0.01% | 510 |
|
|
2022
Q1 | $13K | Buy |
+109
| New | +$13K | ﹤0.01% | 514 |
|