Capital Wealth Planning’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
Q2 | – | Sell |
-19,809
| Closed | -$2.41M | – | 146 |
|
|
2020
Q1 | $2.41M | Sell |
19,809
-623
| -3% | -$75.7K | 0.15% | 43 |
|
|
2019
Q4 | $2.25M | Sell |
20,432
-736
| -3% | -$81.1K | 0.13% | 44 |
|
|
2019
Q3 | $2.37M | Buy |
21,168
+10,493
| +98% | +$1.17M | 0.15% | 45 |
|
|
2019
Q2 | $1.18M | Buy |
+10,675
| New | +$1.18M | 0.09% | 69 |
|
|
2015
Q4 | – | Sell |
-1,926
| Closed | -$208K | – | 85 |
|
|
2015
Q3 | $208K | Buy |
+1,926
| New | +$208K | 0.17% | 81 |
|