SWP
ShoreHaven Wealth Partners’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
Q2 | – | Sell |
-8,279
| Closed | -$1.01M | – | 81 |
|
|
2022
Q1 | $1.01M | Sell |
8,279
-29,870
| -78% | -$3.64M | 0.53% | 40 |
|
|
2021
Q4 | $4.91M | Sell |
38,149
-191
| -0.5% | -$24.6K | 2.43% | 15 |
|
|
2021
Q3 | $4.99M | Buy |
38,340
+4,613
| +14% | +$600K | 2.6% | 14 |
|
|
2021
Q2 | $4.4M | Buy |
33,727
+638
| +2% | +$83.3K | 2.37% | 15 |
|
|
2021
Q1 | $4.3M | Buy |
33,089
+863
| +3% | +$112K | 2.33% | 14 |
|
|
2020
Q4 | $4.29M | Buy |
+32,226
| New | +$4.29M | 2.4% | 14 |
|