Sowa Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,717
| Closed | -$355K | – | 69 |
|
|
2021
Q2 | $355K | Sell |
2,717
-805
| -23% | -$105K | 0.26% | 52 |
|
|
2021
Q1 | $457K | Sell |
3,522
-5,281
| -60% | -$685K | 0.32% | 41 |
|
|
2020
Q4 | $1.17M | Sell |
8,803
-2,425
| -22% | -$323K | 0.79% | 26 |
|
|
2020
Q3 | $1.5M | Sell |
11,228
-1,701
| -13% | -$227K | 1.07% | 21 |
|
|
2020
Q2 | $1.73M | Buy |
12,929
+1,072
| +9% | +$143K | 1.31% | 21 |
|
|
2020
Q1 | $1.58M | Buy |
11,857
+10,484
| +764% | +$1.4M | 1.39% | 18 |
|
|
2019
Q4 | $173K | Buy |
+1,373
| New | +$173K | 0.14% | 64 |
|