Acima Private Wealth’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-48,796
| Closed | -$4.33M | – | 259 |
|
|
2023
Q3 | $4.33M | Buy |
48,796
+9,092
| +23% | +$806K | 1.93% | 14 |
|
|
2023
Q2 | $4.09M | Sell |
39,704
-82
| -0.2% | -$8.44K | 1.96% | 14 |
|
|
2023
Q1 | $4.23M | Buy |
39,786
+344
| +0.9% | +$36.6K | 2.08% | 14 |
|
|
2022
Q4 | $3.93M | Buy |
39,442
+2,366
| +6% | +$236K | 2.01% | 15 |
|
|
2022
Q3 | $3.8M | Buy |
37,076
+1,094
| +3% | +$112K | 1.95% | 15 |
|
|
2022
Q2 | $4.13M | Buy |
35,982
+35,177
| +4,370% | +$4.04M | 2.06% | 13 |
|
|
2022
Q1 | $106K | Buy |
+805
| New | +$106K | 0.05% | 146 |
|