LWA
Lowe Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-700
| Closed | -$85K | – | 272 |
|
|
2020
Q2 | $85K | Buy |
700
+480
| +218% | +$58.3K | 0.05% | 50 |
|
|
2020
Q1 | $27K | Sell |
220
-20
| -8% | -$2.46K | 0.02% | 86 |
|
|
2019
Q4 | $26K | Sell |
240
-180
| -43% | -$19.5K | 0.01% | 103 |
|
|
2019
Q3 | $47K | Sell |
420
-75
| -15% | -$8.39K | 0.03% | 65 |
|
|
2019
Q2 | $54K | Sell |
495
-50,494
| -99% | -$5.51M | 0.03% | 59 |
|
|
2019
Q1 | $5.44M | Buy |
50,989
+67
| +0.1% | +$7.15K | 3.29% | 11 |
|
|
2018
Q4 | $5.31M | Sell |
50,922
-3,640
| -7% | -$379K | 3.63% | 10 |
|
|
2018
Q3 | $5.52M | Sell |
54,562
-4,080
| -7% | -$413K | 3.27% | 11 |
|
|
2018
Q2 | $6.01M | Sell |
58,642
-1,698
| -3% | -$174K | 3.73% | 11 |
|
|
2018
Q1 | $6.23M | Sell |
60,340
-1,558
| -3% | -$161K | 3.91% | 9 |
|
|
2017
Q4 | $6.54M | Sell |
61,898
-1,745
| -3% | -$184K | 3.98% | 7 |
|
|
2017
Q3 | $6.78M | Buy |
63,643
+199
| +0.3% | +$21.2K | 4.23% | 6 |
|
|
2017
Q2 | $6.76M | Sell |
63,444
-52
| -0.1% | -$5.54K | 4.31% | 6 |
|
|
2017
Q1 | $6.7M | Buy |
63,496
+2,098
| +3% | +$222K | 4.41% | 6 |
|
|
2016
Q4 | $6.44M | Buy |
61,398
+3,024
| +5% | +$317K | 4.4% | 7 |
|
|
2016
Q3 | $6.53M | Buy |
58,374
+809
| +1% | +$90.5K | 4.42% | 6 |
|
|
2016
Q2 | $6.5M | Buy |
57,565
+881
| +2% | +$99.5K | 4.37% | 6 |
|
|
2016
Q1 | $6.25M | Buy |
56,684
+4,653
| +9% | +$513K | 4.29% | 7 |
|
|
2015
Q4 | $5.49M | Buy |
+52,031
| New | +$5.49M | 3.74% | 8 |
|