Braver Wealth Management’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 |
-32,953
| Closed | -$4.53M | – | 158 |
|
|
2016
Q3 | $4.53M | Sell |
32,953
-16,463
| -33% | -$2.26M | 0.76% | 38 |
|
|
2016
Q2 | $6.86M | Buy |
+49,416
| New | +$6.86M | 1.17% | 22 |
|
|
2015
Q4 | – | Sell |
-44,406
| Closed | -$5.49M | – | 90 |
|
|
2015
Q3 | $5.49M | Buy |
44,406
+23,633
| +114% | +$2.92M | 1.36% | 16 |
|
|
2015
Q2 | $2.44M | Buy |
20,773
+556
| +3% | +$65.3K | 0.59% | 35 |
|
|
2015
Q1 | $2.64M | Buy |
+20,217
| New | +$2.64M | 0.54% | 34 |
|
|
2014
Q2 | – | Sell |
-107,165
| Closed | -$11.7M | – | 90 |
|
|
2014
Q1 | $11.7M | Buy |
+107,165
| New | +$11.7M | 3.35% | 8 |
|