Whitegate Investment Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,663
| Closed | -$703K | – | 197 |
|
|
2017
Q4 | $703K | Sell |
6,663
-59
| -0.9% | -$6.23K | 0.15% | 114 |
|
|
2017
Q3 | $716K | Buy |
6,722
+27
| +0.4% | +$2.88K | 0.16% | 110 |
|
|
2017
Q2 | $714K | Sell |
6,695
-675
| -9% | -$72K | 0.16% | 109 |
|
|
2017
Q1 | $778K | Sell |
7,370
-83
| -1% | -$8.76K | 0.19% | 102 |
|
|
2016
Q4 | $781K | Buy |
7,453
+33
| +0.4% | +$3.46K | 0.21% | 92 |
|
|
2016
Q3 | $830K | Buy |
7,420
+524
| +8% | +$58.6K | 0.23% | 91 |
|
|
2016
Q2 | $779K | Buy |
+6,896
| New | +$779K | 0.22% | 95 |
|
|
2014
Q1 | $662K | Buy |
+5,998
| New | +$662K | 0.18% | 99 |
|