Apriem Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-650
| Closed | -$89K | – | 743 |
|
|
2016
Q3 | $89K | Hold |
650
| – | – | 0.03% | 179 |
|
|
2016
Q2 | $90K | Buy |
650
+631
| +3,321% | +$87.4K | 0.03% | 170 |
|
|
2016
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 528 |
|
|
2015
Q2 | – | Sell |
-9
| Closed | -$1K | – | 681 |
|
|
2015
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 541 |
|