OCPWS
One Charles Private Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,393
| Closed | -$1.25M | – | 155 |
|
|
2024
Q2 | $1.25M | Buy |
13,393
+179
| +1% | +$16.8K | 0.52% | 41 |
|
|
2024
Q1 | $1.25M | Buy |
13,214
+4,573
| +53% | +$433K | 0.54% | 39 |
|
|
2023
Q4 | $833K | Buy |
8,641
+4,164
| +93% | +$401K | 0.44% | 49 |
|
|
2023
Q3 | $410K | Buy |
4,477
+818
| +22% | +$74.9K | 0.24% | 68 |
|
|
2023
Q2 | $353K | Buy |
+3,659
| New | +$353K | 0.21% | 83 |
|