Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.49K | Sell |
77
-5
| -6% | -$486 | ﹤0.01% | 797 |
|
|
2023
Q3 | $7.59K | Buy |
82
+6
| +8% | +$555 | ﹤0.01% | 627 |
|
|
2023
Q2 | $7.37K | Sell |
76
-131
| -63% | -$12.7K | ﹤0.01% | 630 |
|
|
2023
Q1 | $20.5K | Buy |
207
+180
| +667% | +$17.9K | ﹤0.01% | 459 |
|
|
2022
Q4 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 739 |
|
|
2020
Q4 | – | Sell |
-182
| Closed | -$22K | – | 713 |
|
|
2020
Q3 | $22K | Hold |
182
| – | – | ﹤0.01% | 309 |
|
|
2020
Q2 | $22K | Buy |
+182
| New | +$22K | ﹤0.01% | 297 |
|