PWA
Phoenix 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
Q4 | – | Sell |
-358
| Closed | -$41K | – | 225 |
|
|
2021
Q3 | $41K | Hold |
358
| – | – | 0.03% | 202 |
|
|
2021
Q2 | $42K | Sell |
358
-56
| -14% | -$6.57K | 0.03% | 197 |
|
|
2021
Q1 | $47K | Sell |
414
-64,265
| -99% | -$7.3M | 0.04% | 193 |
|
|
2020
Q4 | $7.76M | Buy |
+64,679
| New | +$7.76M | 5.89% | 1 |
|