BDO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-37
| Closed | -$5K | – | 954 |
|
|
2020
Q3 | $5K | Hold |
37
| – | – | ﹤0.01% | 557 |
|
|
2020
Q2 | $5K | Hold |
37
| – | – | ﹤0.01% | 563 |
|
|
2020
Q1 | $4K | Hold |
37
| – | – | ﹤0.01% | 623 |
|
|
2019
Q4 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 517 |
|
|
2018
Q3 | – | Sell |
-22
| Closed | -$2K | – | 639 |
|
|
2018
Q2 | $2K | Sell |
22
-402
| -95% | -$36.5K | ﹤0.01% | 584 |
|
|
2018
Q1 | $44K | Buy |
+424
| New | +$44K | 0.02% | 261 |
|
|
2017
Q3 | – | Sell |
-973
| Closed | -$104K | – | 492 |
|
|
2017
Q2 | $104K | Buy |
+973
| New | +$104K | 0.05% | 169 |
|