Heritage Wealth Management (Arizona)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $230 | Buy |
2
+1
| +100% | +$115 | ﹤0.01% | 1061 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1055 |
|
|
2022
Q2 | $119 | Sell |
1
-62
| -98% | -$7.38K | ﹤0.01% | 977 |
|
|
2022
Q1 | $8K | Buy |
+63
| New | +$8K | ﹤0.01% | 736 |
|
|
2021
Q3 | $15K | Hold |
113
| – | – | 0.01% | 597 |
|
|
2021
Q2 | $15K | Buy |
+113
| New | +$15K | 0.01% | 599 |
|