Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-86
| Closed | -$12K | – | 236 |
|
|
2019
Q3 | $12K | Buy |
86
+1
| +1% | +$140 | 0.01% | 197 |
|
|
2019
Q2 | $11K | Buy |
85
+3
| +4% | +$388 | ﹤0.01% | 198 |
|
|
2019
Q1 | $10K | Hold |
82
| – | – | ﹤0.01% | 200 |
|
|
2018
Q4 | $10K | Buy |
82
+1
| +1% | +$122 | 0.01% | 200 |
|
|
2018
Q3 | $9K | Buy |
81
+77
| +1,925% | +$8.56K | ﹤0.01% | 209 |
|
|
2018
Q2 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 262 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 289 |
|
|
2017
Q4 | $0 | Sell |
3
-2
| -40% | – | ﹤0.01% | 306 |
|
|
2017
Q3 | $1K | Buy |
5
+3
| +150% | +$600 | ﹤0.01% | 291 |
|
|
2017
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 314 |
|