Laurel Wealth Advisors (California)’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
Q4 | $831K | Sell |
8,674
-6,662
| -43% | -$638K | 0.08% | 255 |
|
|
2022
Q3 | $1.47M | Buy |
15,336
+2,224
| +17% | +$213K | 0.16% | 145 |
|
|
2022
Q2 | $1.34M | Buy |
13,112
+563
| +4% | +$57.6K | 0.14% | 169 |
|
|
2022
Q1 | $1.35M | Buy |
+12,549
| New | +$1.35M | 0.11% | 196 |
|
|
2019
Q4 | – | Sell |
-2,066
| Closed | -$232K | – | 456 |
|
|
2019
Q3 | $232K | Buy |
+2,066
| New | +$232K | 0.04% | 399 |
|