Simon Quick Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,086
| Closed | -$145K | – | 469 |
|
|
2020
Q1 | $145K | Buy |
+1,086
| New | +$145K | 0.05% | 98 |
|
|
2019
Q3 | – | Sell |
-27
| Closed | -$3.4K | – | 438 |
|
|
2019
Q2 | $3.4K | Buy |
+27
| New | +$3.4K | ﹤0.01% | 310 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$12K | – | 514 |
|
|
2017
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 408 |
|
|
2017
Q2 | $12K | Hold |
100
| – | – | 0.01% | 227 |
|
|
2017
Q1 | $12K | Buy |
+100
| New | +$12K | 0.01% | 248 |
|