SWM
Selective Wealth Management’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
Q4 | – | Sell |
-4
| Closed | – | – | 397 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 797 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 797 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 757 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 635 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 562 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 478 |
|
|
2021
Q1 | $1K | Sell |
4
-20
| -83% | -$5K | ﹤0.01% | 373 |
|
|
2020
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 318 |
|
|
2020
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 269 |
|
|
2020
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 347 |
|
|
2020
Q1 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 247 |
|