Jupiter Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,640
| Closed | -$1.18M | – | 76 |
|
|
2020
Q2 | $1.18M | Hold |
9,640
| – | – | 0.59% | 35 |
|
|
2020
Q1 | $1.17M | Buy |
9,640
+10
| +0.1% | +$1.22K | 0.68% | 31 |
|
|
2019
Q4 | $1.07M | Buy |
9,630
+780
| +9% | +$86.8K | 0.52% | 35 |
|
|
2019
Q3 | $995K | Buy |
8,850
+615
| +7% | +$69.1K | 0.53% | 37 |
|
|
2019
Q2 | $902K | Buy |
+8,235
| New | +$902K | 0.45% | 38 |
|