Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-156
| Closed | -$18K | – | 1033 |
|
|
2021
Q1 | $18K | Buy |
156
+12
| +8% | +$1.39K | ﹤0.01% | 1130 |
|
|
2020
Q4 | $17K | Hold |
144
| – | – | ﹤0.01% | 1039 |
|
|
2020
Q3 | $18K | Hold |
144
| – | – | ﹤0.01% | 905 |
|
|
2020
Q2 | $18K | Sell |
144
-63
| -30% | -$7.88K | ﹤0.01% | 1034 |
|
|
2020
Q1 | $25K | Buy |
207
+63
| +44% | +$7.61K | ﹤0.01% | 803 |
|
|
2019
Q4 | $16K | Buy |
+144
| New | +$16K | ﹤0.01% | 962 |
|
|
2019
Q3 | – | Sell |
-104
| Closed | -$11K | – | 1597 |
|
|
2019
Q2 | $11K | Buy |
+104
| New | +$11K | ﹤0.01% | 993 |
|