WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-43
| Closed | -$4.96K | – | 687 |
|
|
2023
Q2 | $4.96K | Sell |
43
-278
| -87% | -$32K | ﹤0.01% | 913 |
|
|
2023
Q1 | $37.8K | Buy |
+321
| New | +$37.8K | ﹤0.01% | 607 |
|
|
2016
Q3 | $3.15K | Sell |
25
-2,065
| -99% | -$260K | ﹤0.01% | 792 |
|
|
2016
Q2 | $3.45K | Buy |
+2,090
| New | +$3.45K | ﹤0.01% | 2101 |
|
|
2015
Q4 | $7.49K | Buy |
+133
| New | +$7.49K | ﹤0.01% | 1236 |
|