4WM
4J Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,747
| Closed | -$201K | – | 75 |
|
|
2022
Q2 | $201K | Sell |
1,747
-490
| -22% | -$56.4K | 0.25% | 65 |
|
|
2022
Q1 | $295K | Sell |
2,237
-291
| -12% | -$38.4K | 0.26% | 54 |
|
|
2021
Q4 | $375K | Sell |
2,528
-73
| -3% | -$10.8K | 0.32% | 51 |
|
|
2021
Q3 | $375K | Hold |
2,601
| – | – | 0.33% | 52 |
|
|
2021
Q2 | $375K | Sell |
2,601
-656
| -20% | -$94.6K | 0.33% | 50 |
|
|
2021
Q1 | $441K | Sell |
3,257
-3,212
| -50% | -$435K | 0.41% | 46 |
|
|
2020
Q4 | $1.02M | Buy |
+6,469
| New | +$1.02M | 0.98% | 30 |
|