Lenox 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
Q2 | $3.92M | Buy |
32,196
+32,177
| +169,353% | +$3.92M | 1.2% | 19 |
|
|
2020
Q1 | $2K | Buy |
19
+11
| +138% | +$1.16K | ﹤0.01% | 608 |
|
|
2019
Q4 | $1K | Sell |
8
-5
| -38% | -$625 | ﹤0.01% | 673 |
|
|
2019
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 667 |
|
|
2019
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 645 |
|
|
2019
Q1 | $1K | Sell |
13
-1
| -7% | -$77 | ﹤0.01% | 652 |
|
|
2018
Q4 | $1K | Sell |
14
-194
| -93% | -$13.9K | ﹤0.01% | 609 |
|
|
2018
Q3 | $21K | Hold |
208
| – | – | 0.01% | 316 |
|
|
2018
Q2 | $21K | Hold |
208
| – | – | 0.01% | 288 |
|
|
2018
Q1 | $21K | Hold |
208
| – | – | 0.01% | 291 |
|
|
2017
Q4 | $22K | Hold |
208
| – | – | 0.01% | 301 |
|
|
2017
Q3 | $22K | Hold |
208
| – | – | 0.01% | 311 |
|
|
2017
Q2 | $22K | Buy |
+208
| New | +$22K | 0.01% | 295 |
|