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