Capital Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,721
| Closed | -$205K | – | 119 |
|
|
2022
Q2 | $205K | Sell |
1,721
-1,153
| -40% | -$137K | 0.07% | 111 |
|
|
2022
Q1 | $351K | Sell |
2,874
-56
| -2% | -$6.84K | 0.11% | 87 |
|
|
2021
Q4 | $377K | Sell |
2,930
-329
| -10% | -$42.3K | 0.11% | 83 |
|
|
2021
Q3 | $424K | Sell |
3,259
-886
| -21% | -$115K | 0.15% | 73 |
|
|
2021
Q2 | $541K | Sell |
4,145
-10,626
| -72% | -$1.39M | 0.2% | 57 |
|
|
2021
Q1 | $1.92M | Buy |
+14,771
| New | +$1.92M | 0.83% | 31 |
|