Cooper Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-2,153
| Closed | -$249K | – | 253 |
|
2021
Q2 | $249K | Sell |
2,153
-321
| -13% | -$37.1K | 0.05% | 212 |
|
2021
Q1 | $279K | Sell |
2,474
-14,454
| -85% | -$1.63M | 0.06% | 194 |
|
2020
Q4 | $2.03M | Buy |
16,928
+11,213
| +196% | +$1.35M | 0.41% | 40 |
|
2020
Q3 | $696K | Buy |
5,715
+788
| +16% | +$96K | 0.2% | 70 |
|
2020
Q2 | $600K | Buy |
+4,927
| New | +$600K | 0.19% | 72 |
|