Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56K | Sell |
29
-93
| -76% | -$8.21K | ﹤0.01% | 1053 |
|
|
2025
Q1 | $11.1K | Buy |
+122
| New | +$11.1K | ﹤0.01% | 717 |
|
|
2024
Q2 | – | Sell |
-200
| Closed | -$18.9K | – | 1212 |
|
|
2024
Q1 | $18.9K | Sell |
200
-112
| -36% | -$10.6K | ﹤0.01% | 525 |
|
|
2023
Q4 | $30.9K | Buy |
312
+30
| +11% | +$2.97K | ﹤0.01% | 438 |
|
|
2023
Q3 | $25K | Buy |
282
+26
| +10% | +$2.31K | ﹤0.01% | 444 |
|
|
2023
Q2 | $26.4K | Buy |
256
+156
| +156% | +$16.1K | ﹤0.01% | 417 |
|
|
2023
Q1 | $10.6K | Buy |
+100
| New | +$10.6K | ﹤0.01% | 579 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1212 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1178 |
|
|
2022
Q1 | – | Sell |
-8
| Closed | -$1K | – | 872 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 733 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 702 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 656 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 611 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 445 |
|
|
2020
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 425 |
|
|
2020
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 438 |
|