SYM Financial Corp’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-137
| Closed | -$12.8K | – | 277 |
|
2024
Q2 | $12.8K | Buy |
+137
| New | +$12.8K | ﹤0.01% | 237 |
|
2023
Q1 | – | Sell |
-9
| Closed | -$862 | – | 110 |
|
2022
Q4 | $862 | Buy |
+9
| New | +$862 | ﹤0.01% | 118 |
|
2021
Q4 | – | Sell |
-228
| Closed | -$26K | – | 106 |
|
2021
Q3 | $26K | Buy |
+228
| New | +$26K | 0.02% | 92 |
|
2020
Q1 | – | Sell |
-93
| Closed | -$10K | – | 78 |
|
2019
Q4 | $10K | Buy |
+93
| New | +$10K | 0.01% | 84 |
|