SWA
Sutton Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-95
| Closed | -$9.8K | – | 1144 |
|
|
2018
Q1 | $9.8K | Hold |
95
| – | – | 0.01% | 811 |
|
|
2017
Q4 | $10K | Hold |
95
| – | – | 0.01% | 778 |
|
|
2017
Q3 | $10.1K | Buy |
95
+37
| +64% | +$3.94K | 0.01% | 763 |
|
|
2017
Q2 | $6.18K | Buy |
+58
| New | +$6.18K | ﹤0.01% | 841 |
|
|
2017
Q1 | – | Sell |
-254
| Closed | -$26.6K | – | 1072 |
|
|
2016
Q4 | $26.6K | Hold |
254
| – | – | 0.02% | 403 |
|
|
2016
Q3 | $28.4K | Hold |
254
| – | – | 0.03% | 369 |
|
|
2016
Q2 | $28.7K | Hold |
254
| – | – | 0.03% | 345 |
|
|
2016
Q1 | $28K | Buy |
+254
| New | +$28K | 0.03% | 351 |
|