Capital Advisors Ltd’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-114
| Closed | -$14K | – | 428 |
|
|
2019
Q2 | $14K | Buy |
+114
| New | +$14K | ﹤0.01% | 362 |
|
|
2017
Q2 | – | Sell |
-40
| Closed | -$5K | – | 398 |
|
|
2017
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 348 |
|
|
2016
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 341 |
|
|
2016
Q3 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 326 |
|
|
2016
Q1 | – | Sell |
-201
| Closed | -$25K | – | 341 |
|
|
2015
Q4 | $25K | Buy |
+201
| New | +$25K | 0.01% | 218 |
|