Camelot Portfolios’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,200
| Closed | -$1.26M | – | 211 |
|
|
2023
Q3 | $1.26M | Sell |
14,200
-6,000
| -30% | -$532K | 1.2% | 23 |
|
|
2023
Q2 | $2.08M | Buy |
20,200
+5,000
| +33% | +$515K | 1.3% | 14 |
|
|
2023
Q1 | $1.62M | Hold |
15,200
| – | – | 1.13% | 18 |
|
|
2022
Q4 | $1.51M | Buy |
15,200
+100
| +0.7% | +$9.96K | 1.12% | 22 |
|
|
2022
Q3 | $1.55M | Sell |
15,100
-5,800
| -28% | -$594K | 1.46% | 13 |
|
|
2022
Q2 | $2.4M | Buy |
+20,900
| New | +$2.4M | 1.44% | 11 |
|