Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $4K | Buy |
35
+12
| +52% | +$1.37K | ﹤0.01% | 557 |
|
|
2020
Q1 | $3K | Buy |
23
+15
| +188% | +$1.96K | ﹤0.01% | 553 |
|
|
2019
Q4 | $1K | Sell |
8
-5
| -38% | -$625 | ﹤0.01% | 674 |
|
|
2019
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 668 |
|
|
2019
Q2 | $1K | Sell |
13
-21,464
| -100% | -$1.65M | ﹤0.01% | 646 |
|
|
2019
Q1 | $2.65M | Sell |
21,477
-103,953
| -83% | -$12.8M | 0.82% | 31 |
|
|
2018
Q4 | $10.2M | Buy |
125,430
+68,807
| +122% | +$5.58M | 3.42% | 3 |
|
|
2018
Q3 | $4.89M | Buy |
+56,623
| New | +$4.89M | 1.46% | 12 |
|