Capasso Planning Partners’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 | – | Sell |
-3,449
| Closed | -$316K | – | 104 |
|
|
2023
Q3 | $316K | Sell |
3,449
-464
| -12% | -$42.5K | 0.17% | 71 |
|
|
2023
Q2 | $378K | Sell |
3,913
-2,317
| -37% | -$224K | 0.2% | 68 |
|
|
2023
Q1 | $617K | Sell |
6,230
-502
| -7% | -$49.8K | 0.36% | 47 |
|
|
2022
Q4 | $645K | Sell |
6,732
-21
| -0.3% | -$2.01K | 0.41% | 44 |
|
|
2022
Q3 | $648K | Buy |
+6,753
| New | +$648K | 0.45% | 42 |
|