PWS
Private Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-36,012
| Closed | -$3.67M | – | 80 |
|
|
2022
Q2 | $3.67M | Sell |
36,012
-25,254
| -41% | -$2.57M | 1.02% | 21 |
|
|
2022
Q1 | $6.59M | Buy |
61,266
+25,237
| +70% | +$2.72M | 1.63% | 15 |
|
|
2021
Q4 | $4.13M | Sell |
36,029
-1,448
| -4% | -$166K | 0.95% | 21 |
|
|
2021
Q3 | $4.31M | Buy |
37,477
+958
| +3% | +$110K | 1.08% | 20 |
|
|
2021
Q2 | $4.22M | Buy |
36,519
+1,324
| +4% | +$153K | 1.09% | 19 |
|
|
2021
Q1 | $3.96M | Buy |
+35,195
| New | +$3.96M | 1.1% | 19 |
|