Valeo Financial Advisors’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
Q2 | – | Sell |
-365
| Closed | -$47K | – | 1034 |
|
|
2021
Q1 | $47K | Buy |
365
+39
| +12% | +$5.02K | ﹤0.01% | 860 |
|
|
2020
Q4 | $43K | Hold |
326
| – | – | ﹤0.01% | 805 |
|
|
2020
Q3 | $44K | Sell |
326
-54
| -14% | -$7.29K | ﹤0.01% | 677 |
|
|
2020
Q2 | $51K | Buy |
380
+70
| +23% | +$9.4K | ﹤0.01% | 687 |
|
|
2020
Q1 | $41K | Hold |
310
| – | – | ﹤0.01% | 646 |
|
|
2019
Q4 | $39K | Buy |
310
+127
| +69% | +$16K | ﹤0.01% | 727 |
|
|
2019
Q3 | $23K | Hold |
183
| – | – | ﹤0.01% | 800 |
|
|
2019
Q2 | $23K | Hold |
183
| – | – | ﹤0.01% | 803 |
|
|
2019
Q1 | $23K | Sell |
183
-26
| -12% | -$3.27K | ﹤0.01% | 737 |
|
|
2018
Q4 | $25K | Hold |
209
| – | – | ﹤0.01% | 641 |
|
|
2018
Q3 | $25K | Sell |
209
-7
| -3% | -$837 | ﹤0.01% | 694 |
|
|
2018
Q2 | $26K | Buy |
+216
| New | +$26K | ﹤0.01% | 684 |
|