WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $159K | Buy |
1,379
+272
| +25% | +$31.4K | 0.05% | 178 |
|
|
2024
Q3 | $132K | Hold |
1,107
| – | – | 0.04% | 233 |
|
|
2024
Q2 | $128K | Buy |
1,107
+61
| +6% | +$7.04K | 0.04% | 223 |
|
|
2024
Q1 | $121K | Buy |
+1,046
| New | +$121K | 0.04% | 232 |
|
|
2023
Q4 | – | Sell |
-905
| Closed | -$102K | – | 501 |
|
|
2023
Q3 | $102K | Sell |
905
-272
| -23% | -$30.8K | 0.04% | 231 |
|
|
2023
Q2 | $136K | Buy |
1,177
+467
| +66% | +$53.8K | 0.05% | 208 |
|
|
2023
Q1 | $83.5K | Buy |
+710
| New | +$83.5K | 0.04% | 262 |
|
|
2022
Q2 | – | Sell |
-138
| Closed | -$16.8K | – | 533 |
|
|
2022
Q1 | $16.8K | Buy |
+138
| New | +$16.8K | 0.01% | 248 |
|