RPCA
Running Point Capital Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-257
| Closed | -$33K | – | 218 |
|
|
2021
Q4 | $33K | Sell |
257
-5,640
| -96% | -$724K | 0.02% | 97 |
|
|
2021
Q3 | $768K | Buy |
5,897
+450
| +8% | +$58.6K | 0.34% | 49 |
|
|
2021
Q2 | $711K | Hold |
5,447
| – | – | 0.32% | 53 |
|
|
2021
Q1 | $708K | Hold |
5,447
| – | – | 0.39% | 44 |
|
|
2020
Q4 | $724K | Buy |
+5,447
| New | +$724K | 0.42% | 41 |
|