Ruggie Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,109
| Closed | -$265K | – | 178 |
|
|
2019
Q2 | $265K | Buy |
2,109
+964
| +84% | +$121K | 0.45% | 30 |
|
|
2019
Q1 | $141K | Sell |
1,145
-2,045
| -64% | -$252K | 0.17% | 79 |
|
|
2018
Q4 | $387K | Sell |
3,190
-5,240
| -62% | -$636K | 0.17% | 95 |
|
|
2018
Q3 | $1M | Buy |
8,430
+1,695
| +25% | +$202K | 0.67% | 34 |
|
|
2018
Q2 | $808K | Buy |
+6,735
| New | +$808K | 0.41% | 46 |
|