AFWM
AMJ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,645
| Closed | -$388K | – | 85 |
|
|
2023
Q1 | $388K | Hold |
3,645
| – | – | 0.25% | 43 |
|
|
2022
Q4 | $363K | Sell |
3,645
-2,731
| -43% | -$272K | 0.21% | 42 |
|
|
2022
Q3 | $653K | Sell |
6,376
-2
| -0% | -$205 | 0.42% | 32 |
|
|
2022
Q2 | $733K | Buy |
+6,378
| New | +$733K | 0.62% | 27 |
|
|
2021
Q1 | – | Sell |
-5,787
| Closed | -$913K | – | 96 |
|
|
2020
Q4 | $913K | Sell |
5,787
-2,647
| -31% | -$418K | 0.47% | 43 |
|
|
2020
Q3 | $1.38M | Sell |
8,434
-71
| -0.8% | -$11.6K | 0.81% | 37 |
|
|
2020
Q2 | $1.39M | Sell |
8,505
-17,327
| -67% | -$2.84M | 0.95% | 36 |
|
|
2020
Q1 | $4.26M | Sell |
25,832
-28,362
| -52% | -$4.68M | 7.4% | 3 |
|
|
2019
Q4 | $7.34M | Buy |
+54,194
| New | +$7.34M | 5.16% | 2 |
|