PSI
Pinnacle Summer Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $15.1M | Buy |
142,638
+67,517
| +90% | +$7.13M | 2.22% | 5 |
|
|
2015
Q3 | $8.03M | Buy |
75,121
+5,173
| +7% | +$553K | 1.37% | 8 |
|
|
2015
Q2 | $7.35M | Buy |
69,948
+998
| +1% | +$105K | 1.55% | 14 |
|
|
2015
Q1 | $7.48M | Sell |
68,950
-503
| -0.7% | -$54.5K | 1.03% | 16 |
|
|
2014
Q4 | $7.68M | Buy |
+69,453
| New | +$7.68M | 0.94% | 20 |
|