Bedel Financial Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-131
| Closed | -$21K | – | 970 |
|
|
2020
Q4 | $21K | Buy |
131
+30
| +30% | +$4.81K | 0.01% | 446 |
|
|
2020
Q3 | $16K | Buy |
+101
| New | +$16K | 0.01% | 454 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$14K | – | 909 |
|
|
2019
Q4 | $14K | Buy |
+100
| New | +$14K | 0.01% | 453 |
|
|
2018
Q3 | – | Sell |
-16
| Closed | -$2K | – | 714 |
|
|
2018
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 630 |
|