LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-103
| Closed | -$9.37K | – | 576 |
|
|
2023
Q3 | $9.37K | Buy |
+103
| New | +$9.37K | ﹤0.01% | 521 |
|
|
2023
Q2 | – | Sell |
-8,984
| Closed | -$890K | – | 650 |
|
|
2023
Q1 | $890K | Hold |
8,984
| – | – | 0.01% | 157 |
|
|
2022
Q4 | $860K | Hold |
8,984
| – | – | 0.01% | 159 |
|
|
2022
Q3 | $862K | Hold |
8,984
| – | – | 0.01% | 155 |
|
|
2022
Q2 | $919K | Buy |
+8,984
| New | +$919K | 0.01% | 160 |
|
|
2021
Q4 | – | Sell |
-41
| Closed | -$5K | – | 744 |
|
|
2021
Q3 | $5K | Sell |
41
-160
| -80% | -$19.5K | ﹤0.01% | 658 |
|
|
2021
Q2 | $23K | Buy |
+201
| New | +$23K | ﹤0.01% | 532 |
|
|
2016
Q3 | – | Sell |
-130
| Closed | -$2K | – | 618 |
|
|
2016
Q2 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 616 |
|