Advocacy Wealth Management Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-228
| Closed | -$25K | – | 125 |
|
|
2022
Q3 | $25K | Buy |
+228
| New | +$25K | ﹤0.01% | 71 |
|
|
2022
Q2 | – | Sell |
-84
| Closed | -$11K | – | 200 |
|
|
2022
Q1 | $11K | Buy |
84
+22
| +35% | +$2.88K | ﹤0.01% | 105 |
|
|
2021
Q4 | $9K | Hold |
62
| – | – | ﹤0.01% | 123 |
|
|
2021
Q3 | $9K | Hold |
62
| – | – | ﹤0.01% | 124 |
|
|
2021
Q2 | $9K | Hold |
62
| – | – | ﹤0.01% | 142 |
|
|
2021
Q1 | $9K | Hold |
62
| – | – | ﹤0.01% | 122 |
|
|
2020
Q4 | $10K | Hold |
62
| – | – | ﹤0.01% | 118 |
|
|
2020
Q3 | $10K | Hold |
62
| – | – | ﹤0.01% | 115 |
|
|
2020
Q2 | $10K | Sell |
62
-122
| -66% | -$19.7K | ﹤0.01% | 111 |
|
|
2020
Q1 | $31K | Hold |
184
| – | – | 0.01% | 53 |
|
|
2019
Q4 | $26K | Sell |
184
-5
| -3% | -$707 | 0.01% | 84 |
|
|
2019
Q3 | $28K | Hold |
189
| – | – | 0.02% | 75 |
|
|
2019
Q2 | $27K | Hold |
189
| – | – | 0.02% | 80 |
|
|
2019
Q1 | $26K | Sell |
189
-141
| -43% | -$19.4K | 0.03% | 69 |
|
|
2018
Q4 | $44K | Buy |
330
+176
| +114% | +$23.5K | 0.03% | 42 |
|
|
2018
Q3 | $20K | Hold |
154
| – | – | 0.01% | 89 |
|
|
2018
Q2 | $20K | Buy |
+154
| New | +$20K | 0.01% | 89 |
|
|
2016
Q3 | – | Sell |
-300
| Closed | -$44K | – | 388 |
|
|
2016
Q2 | $44K | Buy |
+300
| New | +$44K | 0.02% | 158 |
|