Highland Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,812
| Closed | -$224K | – | 100 |
|
|
2017
Q3 | $224K | Sell |
1,812
-220
| -11% | -$27.2K | 0.1% | 87 |
|
|
2017
Q2 | $251K | Hold |
2,032
| – | – | 0.12% | 71 |
|
|
2017
Q1 | $250K | Buy |
+2,032
| New | +$250K | 0.13% | 61 |
|
|
2016
Q4 | – | Sell |
-1,642
| Closed | -$208K | – | 84 |
|
|
2016
Q3 | $208K | Sell |
1,642
-140
| -8% | -$17.7K | 0.11% | 70 |
|
|
2016
Q2 | $227K | Buy |
+1,782
| New | +$227K | 0.13% | 66 |
|