Clear Creek Financial Management’s iShares 20+ Year Treasury Bond BuyWrite Strategy ETF TLTW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-10,666
| Closed | -$288K | – | 513 |
|
2024
Q3 | $288K | Buy |
10,666
+2,848
| +36% | +$76.9K | 0.03% | 352 |
|
2024
Q2 | $201K | Buy |
+7,818
| New | +$201K | 0.02% | 420 |
|
2024
Q1 | – | Sell |
-7,511
| Closed | -$206K | – | 434 |
|
2023
Q4 | $206K | Buy |
+7,511
| New | +$206K | 0.03% | 313 |
|
2023
Q3 | – | Sell |
-6,711
| Closed | -$225K | – | 343 |
|
2023
Q2 | $225K | Buy |
+6,711
| New | +$225K | 0.04% | 286 |
|