Lee Capital Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,021
| Closed | -$341K | – | 68 |
|
|
2021
Q1 | $341K | Sell |
3,021
-23,052
| -88% | -$2.6M | 0.15% | 86 |
|
|
2020
Q4 | $3.13M | Buy |
26,073
+17,174
| +193% | +$2.06M | 1.84% | 17 |
|
|
2020
Q3 | $1.08M | Buy |
+8,899
| New | +$1.08M | 0.63% | 43 |
|
|
2020
Q2 | – | Sell |
-2,363
| Closed | -$287K | – | 52 |
|
|
2020
Q1 | $287K | Sell |
2,363
-582
| -20% | -$70.7K | 0.24% | 58 |
|
|
2019
Q4 | $325K | Buy |
+2,945
| New | +$325K | 0.3% | 53 |
|