Patriot Financial Group Insurance Agency’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,370
| Closed | -$228K | – | 492 |
|
|
2023
Q4 | $228K | Sell |
2,370
-6,986
| -75% | -$674K | 0.04% | 394 |
|
|
2023
Q3 | $857K | Sell |
9,356
-4,788
| -34% | -$439K | 0.18% | 151 |
|
|
2023
Q2 | $1.37M | Buy |
14,144
+7,116
| +101% | +$687K | 0.26% | 93 |
|
|
2023
Q1 | $697K | Buy |
7,028
+459
| +7% | +$45.5K | 0.14% | 170 |
|
|
2022
Q4 | $629K | Sell |
6,569
-3,573
| -35% | -$342K | 0.08% | 168 |
|
|
2022
Q3 | $974K | Buy |
10,142
+3,803
| +60% | +$365K | 0.24% | 100 |
|
|
2022
Q2 | $648K | Buy |
6,339
+468
| +8% | +$47.8K | 0.13% | 163 |
|
|
2022
Q1 | $631K | Buy |
5,871
+1,731
| +42% | +$186K | 0.11% | 199 |
|
|
2021
Q4 | $476K | Sell |
4,140
-678
| -14% | -$78K | 0.08% | 253 |
|
|
2021
Q3 | $555K | Sell |
4,818
-2,570
| -35% | -$296K | 0.1% | 211 |
|
|
2021
Q2 | $853K | Buy |
7,388
+6,575
| +809% | +$759K | 0.16% | 141 |
|
|
2021
Q1 | $92K | Sell |
813
-1,342
| -62% | -$152K | 0.02% | 583 |
|
|
2020
Q4 | $258K | Sell |
2,155
-147
| -6% | -$17.6K | 0.06% | 292 |
|
|
2020
Q3 | $281K | Buy |
2,302
+1,038
| +82% | +$127K | 0.09% | 208 |
|
|
2020
Q2 | $154K | Buy |
+1,264
| New | +$154K | 0.06% | 272 |
|
|
2019
Q1 | – | Sell |
-184
| Closed | -$19K | – | 1319 |
|
|
2018
Q4 | $19K | Buy |
+184
| New | +$19K | 0.01% | 487 |
|
|
2018
Q2 | – | Sell |
-218
| Closed | -$22K | – | 734 |
|
|
2018
Q1 | $22K | Sell |
218
-1,387
| -86% | -$140K | 0.02% | 455 |
|
|
2017
Q4 | $169K | Buy |
1,605
+813
| +103% | +$85.6K | 0.13% | 143 |
|
|
2017
Q3 | $84K | Buy |
792
+388
| +96% | +$41.2K | 0.08% | 193 |
|
|
2017
Q2 | $43K | Buy |
404
+387
| +2,276% | +$41.2K | 0.04% | 258 |
|
|
2017
Q1 | $2K | Sell |
17
-216
| -93% | -$25.4K | ﹤0.01% | 766 |
|
|
2016
Q4 | $24K | Buy |
+233
| New | +$24K | 0.03% | 317 |
|