NDSI
Newman Dignan & Sheerar Inc’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-2,643
| Closed | -$317 | – | 185 |
|
2020
Q4 | $317 | Hold |
2,643
| – | – | 0.05% | 128 |
|
2020
Q3 | $322K | Buy |
2,643
+41
| +2% | +$5K | 0.13% | 120 |
|
2020
Q2 | $320K | Buy |
2,602
+67
| +3% | +$8.24K | 0.14% | 119 |
|
2020
Q1 | $309K | Buy |
2,535
+61
| +2% | +$7.44K | 0.16% | 115 |
|
2019
Q4 | $273 | Sell |
2,474
-28
| -1% | -$3 | 0.03% | 139 |
|
2019
Q3 | $281K | Buy |
2,502
+34
| +1% | +$3.82K | 0.13% | 128 |
|
2019
Q2 | $272 | Buy |
2,468
+93
| +4% | +$10 | 0.01% | 145 |
|
2019
Q1 | $253K | Buy |
+2,375
| New | +$253K | 0.1% | 139 |
|