Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-36
| Closed | -$4.14K | – | 215 |
|
|
2022
Q4 | $4.14K | Hold |
36
| – | – | ﹤0.01% | 179 |
|
|
2022
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 174 |
|
|
2022
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 185 |
|
|
2022
Q1 | $4K | Sell |
36
-2,780
| -99% | -$309K | ﹤0.01% | 193 |
|
|
2021
Q4 | $362K | Sell |
2,816
-4,653
| -62% | -$598K | 0.15% | 46 |
|
|
2021
Q3 | $972K | Sell |
7,469
-6,076
| -45% | -$791K | 0.44% | 35 |
|
|
2021
Q2 | $1.77M | Sell |
13,545
-5,438
| -29% | -$710K | 0.85% | 26 |
|
|
2021
Q1 | $2.47M | Sell |
18,983
-8,942
| -32% | -$1.16M | 1.43% | 21 |
|
|
2020
Q4 | $3.71M | Buy |
+27,925
| New | +$3.71M | 2.35% | 15 |
|