Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $13K | Buy |
+112
| New | +$13K | ﹤0.01% | 896 |
|
|
2017
Q3 | – | Sell |
-180
| Closed | -$19.2K | – | 1178 |
|
|
2017
Q2 | $19.2K | Sell |
180
-18
| -9% | -$1.92K | 0.01% | 755 |
|
|
2017
Q1 | $20.8K | Buy |
198
+146
| +281% | +$15.3K | 0.01% | 726 |
|
|
2016
Q4 | $5.24K | Sell |
52
-10
| -16% | -$1.01K | ﹤0.01% | 1024 |
|
|
2016
Q3 | $6.83K | Hold |
62
| – | – | ﹤0.01% | 993 |
|
|
2016
Q2 | $6.89K | Buy |
62
+1
| +2% | +$111 | ﹤0.01% | 967 |
|
|
2016
Q1 | $6.73K | Sell |
61
-3
| -5% | -$331 | ﹤0.01% | 962 |
|
|
2015
Q4 | $6.55K | Sell |
64
-22
| -26% | -$2.25K | ﹤0.01% | 999 |
|
|
2015
Q3 | $9.17K | Buy |
86
+20
| +30% | +$2.13K | ﹤0.01% | 906 |
|
|
2015
Q2 | $6.72K | Buy |
66
+20
| +43% | +$2.04K | ﹤0.01% | 1020 |
|
|
2015
Q1 | $4.88K | Sell |
46
-1,322
| -97% | -$140K | ﹤0.01% | 1035 |
|
|
2014
Q4 | $145K | Sell |
1,368
-882
| -39% | -$93.3K | 0.04% | 342 |
|
|
2014
Q3 | $233K | Buy |
2,250
+2,205
| +4,900% | +$228K | 0.07% | 282 |
|
|
2014
Q2 | $4.66K | Hold |
45
| – | – | ﹤0.01% | 1046 |
|
|
2014
Q1 | $4.58K | Sell |
45
-2,241
| -98% | -$228K | ﹤0.01% | 1040 |
|
|
2013
Q4 | $227K | Buy |
+2,286
| New | +$227K | 0.08% | 266 |
|