OWA
Outlook Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,577
| Closed | -$854K | – | 217 |
|
|
2021
Q1 | $854K | Sell |
6,577
-8,938
| -58% | -$1.16M | 0.3% | 80 |
|
|
2020
Q4 | $2.06M | Sell |
15,515
-48,893
| -76% | -$6.5M | 0.75% | 32 |
|
|
2020
Q3 | $8.6M | Sell |
64,408
-42
| -0.1% | -$5.61K | 3.42% | 6 |
|
|
2020
Q2 | $8.62M | Buy |
64,450
+49,742
| +338% | +$6.65M | 3.65% | 4 |
|
|
2020
Q1 | $1.96M | Buy |
+14,708
| New | +$1.96M | 1.11% | 23 |
|