Shepherd Financial Partners’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
Q4 | – | Sell |
-4,342
| Closed | -$553K | – | 127 |
|
|
2019
Q3 | $553K | Sell |
4,342
-132
| -3% | -$16.8K | 0.14% | 85 |
|
|
2019
Q2 | $563K | Buy |
4,474
+80
| +2% | +$10.1K | 0.11% | 89 |
|
|
2019
Q1 | $541K | Buy |
4,394
+558
| +15% | +$68.7K | 0.1% | 87 |
|
|
2018
Q4 | $467K | Buy |
3,836
+2,106
| +122% | +$256K | 0.1% | 89 |
|
|
2018
Q3 | $209K | Hold |
1,730
| – | – | 0.05% | 124 |
|
|
2018
Q2 | $208K | Buy |
+1,730
| New | +$208K | 0.05% | 124 |
|