OWA
Outlook 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,384
| Closed | -$721K | – | 216 |
|
|
2021
Q1 | $721K | Sell |
6,384
-9,330
| -59% | -$1.05M | 0.25% | 92 |
|
|
2020
Q4 | $1.89M | Sell |
15,714
-393
| -2% | -$47.1K | 0.69% | 36 |
|
|
2020
Q3 | $1.96M | Buy |
16,107
+6,231
| +63% | +$759K | 0.78% | 30 |
|
|
2020
Q2 | $1.2M | Buy |
9,876
+1,292
| +15% | +$158K | 0.51% | 53 |
|
|
2020
Q1 | $1.04M | Buy |
+8,584
| New | +$1.04M | 0.59% | 45 |
|