Aviance Capital Partners’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-1,931
| Closed | -$315K | – | 263 |
|
2020
Q3 | $315K | Buy |
+1,931
| New | +$315K | 0.07% | 201 |
|
2020
Q2 | – | Sell |
-2,070
| Closed | -$341K | – | 242 |
|
2020
Q1 | $341K | Buy |
2,070
+493
| +31% | +$81.2K | 0.11% | 170 |
|
2019
Q4 | $214K | Sell |
1,577
-9,751
| -86% | -$1.32M | 0.05% | 212 |
|
2019
Q3 | $1.62M | Buy |
11,328
+692
| +7% | +$99K | 0.48% | 59 |
|
2019
Q2 | $1.41M | Buy |
10,636
+7,077
| +199% | +$940K | 0.39% | 76 |
|
2019
Q1 | $450K | Buy |
+3,559
| New | +$450K | 0.13% | 162 |
|