HGWM
Harvest Group Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 182 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 201 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 151 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 343 |
|
|
2020
Q4 | $0 | Sell |
1
-134
| -99% | – | ﹤0.01% | 736 |
|
|
2020
Q3 | $16K | Buy |
135
+1
| +0.7% | +$119 | 0.01% | 182 |
|
|
2020
Q2 | $16K | Sell |
134
-73
| -35% | -$8.72K | 0.01% | 173 |
|
|
2020
Q1 | $25K | Buy |
207
+1
| +0.5% | +$121 | 0.03% | 117 |
|
|
2019
Q4 | $22K | Buy |
206
+1
| +0.5% | +$107 | 0.02% | 146 |
|
|
2019
Q3 | $23K | Sell |
205
-516
| -72% | -$57.9K | 0.03% | 145 |
|
|
2019
Q2 | $79K | Sell |
721
-144
| -17% | -$15.8K | 0.1% | 54 |
|
|
2019
Q1 | $92K | Sell |
865
-1,546
| -64% | -$164K | 0.08% | 62 |
|
|
2018
Q4 | $251K | Buy |
2,411
+84
| +4% | +$8.75K | 0.32% | 28 |
|
|
2018
Q3 | $235K | Sell |
2,327
-121,534
| -98% | -$12.3M | 0.16% | 29 |
|
|
2018
Q2 | $12.7M | Sell |
123,861
-9,574
| -7% | -$981K | 8.77% | 5 |
|
|
2018
Q1 | $13.8M | Sell |
133,435
-774
| -0.6% | -$79.9K | 9.29% | 5 |
|
|
2017
Q4 | $14.2M | Buy |
+134,209
| New | +$14.2M | 8.63% | 5 |
|