DTIM
Danda Trouve Investment Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.7M | Sell |
23,620
-898
| -4% | -$103K | 4.99% | 9 |
|
|
2022
Q2 | $2.93M | Buy |
24,518
+252
| +1% | +$30.1K | 4.5% | 11 |
|
|
2022
Q1 | $2.96M | Buy |
24,266
+19,452
| +404% | +$2.37M | 3.7% | 12 |
|
|
2021
Q4 | $619K | Sell |
4,814
-2,461
| -34% | -$316K | 0.7% | 27 |
|
|
2021
Q3 | $947K | Sell |
7,275
-2,624
| -27% | -$342K | 1.14% | 27 |
|
|
2021
Q2 | $1.29M | Sell |
9,899
-4,291
| -30% | -$560K | 1.53% | 25 |
|
|
2021
Q1 | $1.84M | Sell |
14,190
-5,577
| -28% | -$724K | 2.27% | 18 |
|
|
2020
Q4 | $2.63M | Buy |
19,767
+130
| +0.7% | +$17.3K | 3.21% | 13 |
|
|
2020
Q3 | $2.62M | Buy |
19,637
+247
| +1% | +$33K | 3.58% | 13 |
|
|
2020
Q2 | $2.59M | Buy |
19,390
+152
| +0.8% | +$20.3K | 3.92% | 10 |
|
|
2020
Q1 | $2.57M | Buy |
19,238
+475
| +3% | +$63.3K | 5.32% | 8 |
|
|
2019
Q4 | $2.36M | Buy |
+18,763
| New | +$2.36M | 3.39% | 12 |
|