South Shore Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,463
| Closed | -$252K | – | 81 |
|
|
2022
Q2 | $252K | Sell |
2,463
-48
| -2% | -$4.91K | 0.53% | 63 |
|
|
2022
Q1 | $270K | Hold |
2,511
| – | – | 0.44% | 72 |
|
|
2021
Q4 | $289K | Hold |
2,511
| – | – | 0.47% | 69 |
|
|
2021
Q3 | $289K | Hold |
2,511
| – | – | 0.52% | 69 |
|
|
2021
Q2 | $290K | Sell |
2,511
-311
| -11% | -$35.9K | 0.51% | 72 |
|
|
2021
Q1 | $319K | Buy |
2,822
+25
| +0.9% | +$2.83K | 0.32% | 87 |
|
|
2020
Q4 | $336K | Buy |
+2,797
| New | +$336K | 0.33% | 81 |
|