Fort Point Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,239
| Closed | -$307K | – | 315 |
|
|
2024
Q1 | $307K | Buy |
+3,239
| New | +$307K | 0.04% | 250 |
|
|
2021
Q1 | – | Sell |
-1,786
| Closed | -$214K | – | 146 |
|
|
2020
Q4 | $214K | Sell |
1,786
-61,486
| -97% | -$7.37M | 0.05% | 133 |
|
|
2020
Q3 | $7.71M | Buy |
63,272
+9,576
| +18% | +$1.17M | 1.94% | 9 |
|
|
2020
Q2 | $6.54M | Buy |
+53,696
| New | +$6.54M | 2.05% | 11 |
|