Patriot Investment Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-241
| Closed | -$23.9K | – | 297 |
|
|
2022
Q4 | $23.9K | Buy |
+241
| New | +$23.9K | ﹤0.01% | 331 |
|
|
2022
Q1 | – | Sell |
-2,993
| Closed | -$344K | – | 253 |
|
|
2021
Q4 | $344K | Buy |
+2,993
| New | +$344K | 0.03% | 205 |
|
|
2020
Q3 | – | Sell |
-11,049
| Closed | -$1.35M | – | 403 |
|
|
2020
Q2 | $1.35M | Sell |
11,049
-881
| -7% | -$107K | 0.17% | 77 |
|
|
2020
Q1 | $1.45M | Buy |
11,930
+9,839
| +471% | +$1.2M | 0.22% | 60 |
|
|
2019
Q4 | $230K | Sell |
2,091
-10
| -0.5% | -$1.1K | 0.03% | 203 |
|
|
2019
Q3 | $239K | Buy |
2,101
+2
| +0.1% | +$228 | 0.03% | 197 |
|
|
2019
Q2 | $231K | Buy |
2,099
+1
| +0% | +$110 | 0.03% | 198 |
|
|
2019
Q1 | $223K | Buy |
+2,098
| New | +$223K | 0.03% | 201 |
|