Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $9.61K | Sell |
82
-58
| -41% | -$6.79K | ﹤0.01% | 729 |
|
|
2023
Q3 | $15.8K | Sell |
140
-164
| -54% | -$18.6K | ﹤0.01% | 505 |
|
|
2023
Q2 | $35.1K | Buy |
304
+201
| +195% | +$23.2K | ﹤0.01% | 378 |
|
|
2023
Q1 | $12.1K | Sell |
103
-41
| -28% | -$4.82K | ﹤0.01% | 527 |
|
|
2022
Q4 | $17K | Sell |
144
-3,196
| -96% | -$377K | ﹤0.01% | 488 |
|
|
2022
Q3 | $382K | Buy |
3,340
+1,478
| +79% | +$169K | 0.04% | 141 |
|
|
2022
Q2 | $222K | Buy |
+1,862
| New | +$222K | 0.02% | 165 |
|