Capital Advisory Group Advisory Services’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 |
-30
| Closed | -$4K | – | 541 |
|
|
2020
Q3 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 401 |
|
|
2020
Q2 | – | Sell |
-96
| Closed | -$12K | – | 484 |
|
|
2020
Q1 | $12K | Hold |
96
| – | – | 0.01% | 214 |
|
|
2019
Q4 | $11K | Hold |
96
| – | – | 0.01% | 153 |
|
|
2019
Q3 | $11K | Sell |
96
-89
| -48% | -$10.2K | 0.01% | 272 |
|
|
2019
Q2 | $20K | Buy |
+185
| New | +$20K | 0.01% | 216 |
|