Advocacy Wealth Management Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-113
| Closed | -$15K | – | 201 |
|
2022
Q1 | $15K | Hold |
113
| – | – | ﹤0.01% | 98 |
|
2021
Q4 | $17K | Hold |
113
| – | – | ﹤0.01% | 104 |
|
2021
Q3 | $16K | Hold |
113
| – | – | ﹤0.01% | 106 |
|
2021
Q2 | $16K | Hold |
113
| – | – | ﹤0.01% | 118 |
|
2021
Q1 | $16K | Hold |
113
| – | – | ﹤0.01% | 105 |
|
2020
Q4 | $18K | Hold |
113
| – | – | ﹤0.01% | 96 |
|
2020
Q3 | $18K | Hold |
113
| – | – | ﹤0.01% | 84 |
|
2020
Q2 | $19K | Hold |
113
| – | – | ﹤0.01% | 88 |
|
2020
Q1 | $19K | Hold |
113
| – | – | ﹤0.01% | 80 |
|
2019
Q4 | $15K | Sell |
113
-3
| -3% | -$398 | ﹤0.01% | 110 |
|
2019
Q3 | $17K | Hold |
116
| – | – | 0.01% | 103 |
|
2019
Q2 | $15K | Hold |
116
| – | – | 0.01% | 114 |
|
2019
Q1 | $14K | Hold |
116
| – | – | 0.02% | 98 |
|
2018
Q4 | $14K | Hold |
116
| – | – | 0.01% | 102 |
|
2018
Q3 | $14K | Hold |
116
| – | – | 0.01% | 116 |
|
2018
Q2 | $14K | Hold |
116
| – | – | 0.01% | 114 |
|
2018
Q1 | $14K | Hold |
116
| – | – | 0.01% | 114 |
|
2017
Q4 | $15K | Buy |
+116
| New | +$15K | 0.01% | 131 |
|