CapWealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-380
| Closed | -$48K | – | 297 |
|
|
2016
Q1 | $48K | Buy |
+380
| New | +$48K | 0.01% | 142 |
|
|
2014
Q2 | – | Sell |
-934
| Closed | -$113K | – | 374 |
|
|
2014
Q1 | $113K | Hold |
934
| – | – | 0.03% | 98 |
|
|
2013
Q4 | $112K | Hold |
934
| – | – | 0.03% | 106 |
|
|
2013
Q3 | $113K | Buy |
+934
| New | +$113K | 0.03% | 109 |
|