FineMark National Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,660
| Closed | -$1.84M | – | 362 |
|
|
2019
Q4 | $1.84M | Buy |
16,660
+55
| +0.3% | +$6.06K | 0.09% | 131 |
|
|
2019
Q3 | $1.87M | Sell |
16,605
-21,610
| -57% | -$2.43M | 0.1% | 131 |
|
|
2019
Q2 | $4.2M | Buy |
+38,215
| New | +$4.2M | 0.23% | 88 |
|
|
2017
Q1 | – | Sell |
-407
| Closed | -$43K | – | 660 |
|
|
2016
Q4 | $43K | Buy |
407
+382
| +1,528% | +$40.4K | ﹤0.01% | 658 |
|
|
2016
Q3 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 1119 |
|
|
2015
Q1 | – | Sell |
-500
| Closed | -$53K | – | 1418 |
|
|
2014
Q4 | $53K | Hold |
500
| – | – | 0.01% | 649 |
|
|
2014
Q3 | $52K | Sell |
500
-97
| -16% | -$10.1K | 0.01% | 619 |
|
|
2014
Q2 | $62K | Buy |
597
+97
| +19% | +$10.1K | 0.01% | 569 |
|
|
2014
Q1 | $51K | Buy |
+500
| New | +$51K | 0.01% | 606 |
|
|
2013
Q3 | – | Sell |
-110
| Closed | -$11K | – | 1566 |
|
|
2013
Q2 | $11K | Buy |
+110
| New | +$11K | ﹤0.01% | 933 |
|