Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13
| Closed | -$1K | – | 480 |
|
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 877 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 927 |
|
|
2021
Q4 | $1K | Sell |
13
-50
| -79% | -$3.85K | ﹤0.01% | 814 |
|
|
2021
Q3 | $7K | Buy |
63
+50
| +385% | +$5.56K | ﹤0.01% | 622 |
|
|
2021
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 740 |
|
|
2021
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 748 |
|
|
2020
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 668 |
|