Patriot Financial Group Insurance Agency’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-827
| Closed | -$99K | – | 1103 |
|
|
2022
Q2 | $99K | Buy |
827
+217
| +36% | +$26K | 0.02% | 545 |
|
|
2022
Q1 | $74K | Buy |
610
+211
| +53% | +$25.6K | 0.01% | 669 |
|
|
2021
Q4 | $51K | Buy |
399
+328
| +462% | +$41.9K | 0.01% | 852 |
|
|
2021
Q3 | $9K | Sell |
71
-97
| -58% | -$12.3K | ﹤0.01% | 1513 |
|
|
2021
Q2 | $22K | Buy |
168
+8
| +5% | +$1.05K | ﹤0.01% | 1133 |
|
|
2021
Q1 | $21K | Buy |
160
+36
| +29% | +$4.73K | ﹤0.01% | 1061 |
|
|
2020
Q4 | $16K | Sell |
124
-96
| -44% | -$12.4K | ﹤0.01% | 1053 |
|
|
2020
Q3 | $29K | Hold |
220
| – | – | 0.01% | 679 |
|
|
2020
Q2 | $29K | Buy |
220
+179
| +437% | +$23.6K | 0.01% | 651 |
|
|
2020
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 1070 |
|
|
2019
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 975 |
|
|
2019
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 939 |
|
|
2019
Q2 | $5K | Sell |
41
-16
| -28% | -$1.95K | ﹤0.01% | 943 |
|
|
2019
Q1 | $7K | Sell |
57
-99
| -63% | -$12.2K | ﹤0.01% | 776 |
|
|
2018
Q4 | $19K | Buy |
156
+58
| +59% | +$7.06K | 0.01% | 488 |
|
|
2018
Q3 | $12K | Buy |
+98
| New | +$12K | 0.01% | 591 |
|