Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-33
| Closed | -$3K | – | 288 |
|
|
2022
Q2 | $3K | Sell |
33
-81
| -71% | -$7.36K | ﹤0.01% | 381 |
|
|
2022
Q1 | $12K | Buy |
+114
| New | +$12K | ﹤0.01% | 303 |
|
|
2021
Q2 | – | Sell |
-11
| Closed | -$1K | – | 468 |
|
|
2021
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 438 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 429 |
|
|
2020
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 414 |
|
|
2020
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 559 |
|
|
2020
Q1 | $1K | Sell |
11
-22
| -67% | -$2K | ﹤0.01% | 547 |
|
|
2019
Q4 | $4K | Buy |
33
+22
| +200% | +$2.67K | ﹤0.01% | 454 |
|
|
2019
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 578 |
|
|
2019
Q2 | $1K | Sell |
11
-50
| -82% | -$4.55K | ﹤0.01% | 638 |
|
|
2019
Q1 | $7K | Buy |
+61
| New | +$7K | ﹤0.01% | 422 |
|