CRWM
Castle Rock Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,723
| Closed | -$1.03M | – | 243 |
|
|
2023
Q4 | $1.03M | Buy |
+10,723
| New | +$1.03M | 0.31% | 84 |
|
|
2021
Q1 | – | Sell |
-57,522
| Closed | -$8.74M | – | 260 |
|
|
2020
Q4 | $8.74M | Buy |
57,522
+35,472
| +161% | +$5.39M | 3.63% | 1 |
|
|
2020
Q3 | $3.5M | Sell |
22,050
-29,222
| -57% | -$4.64M | 2.29% | 4 |
|
|
2020
Q2 | $8.8M | Buy |
51,272
+31,114
| +154% | +$5.34M | 5.15% | 1 |
|
|
2020
Q1 | $3.37M | Buy |
+20,158
| New | +$3.37M | 2.91% | 4 |
|