Chicago Partners Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-294
| Closed | -$35K | – | 604 |
|
|
2018
Q3 | $35K | Hold |
294
| – | – | 0.01% | 578 |
|
|
2018
Q2 | $35K | Hold |
294
| – | – | 0.01% | 554 |
|
|
2018
Q1 | $35K | Hold |
294
| – | – | 0.01% | 508 |
|
|
2017
Q4 | $36K | Hold |
294
| – | – | 0.01% | 503 |
|
|
2017
Q3 | $36K | Buy |
+294
| New | +$36K | 0.01% | 485 |
|
|
2017
Q2 | – | Sell |
-196
| Closed | -$24K | – | 717 |
|
|
2017
Q1 | $24K | Hold |
196
| – | – | 0.01% | 393 |
|
|
2016
Q4 | $24K | Buy |
+196
| New | +$24K | 0.01% | 370 |
|