Centerpoint Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,622
| Closed | -$157K | – | 586 |
|
|
2023
Q2 | $157K | Hold |
1,622
| – | – | 0.06% | 106 |
|
|
2023
Q1 | $161K | Buy |
+1,622
| New | +$161K | 0.07% | 104 |
|
|
2020
Q2 | – | Sell |
-110
| Closed | -$13K | – | 281 |
|
|
2020
Q1 | $13K | Hold |
110
| – | – | 0.01% | 132 |
|
|
2019
Q4 | $12K | Buy |
+110
| New | +$12K | 0.01% | 159 |
|