SeaCrest Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,056
| Closed | -$246K | – | 677 |
|
2024
Q3 | $246K | Buy |
+2,056
| New | +$246K | 0.03% | 552 |
|
2018
Q4 | – | Sell |
-518
| Closed | -$62K | – | 2215 |
|
2018
Q3 | $62K | Hold |
518
| – | – | 0.01% | 920 |
|
2018
Q2 | $62K | Buy |
518
+142
| +38% | +$17K | 0.01% | 895 |
|
2018
Q1 | $45K | Hold |
376
| – | – | 0.01% | 998 |
|
2017
Q4 | $46K | Buy |
+376
| New | +$46K | 0.01% | 996 |
|