Colton Groome Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,167
| Closed | -$205K | – | 130 |
|
|
2024
Q1 | $205K | Sell |
2,167
-630
| -23% | -$59.6K | 0.08% | 117 |
|
|
2023
Q4 | $277K | Buy |
+2,797
| New | +$277K | 0.12% | 98 |
|
|
2021
Q1 | – | Sell |
-7,641
| Closed | -$1.21M | – | 75 |
|
|
2020
Q4 | $1.21M | Sell |
7,641
-4,932
| -39% | -$778K | 0.78% | 27 |
|
|
2020
Q3 | $2.05M | Sell |
12,573
-5,094
| -29% | -$832K | 1.44% | 21 |
|
|
2020
Q2 | $2.9M | Buy |
17,667
+8,571
| +94% | +$1.4M | 2.11% | 16 |
|
|
2020
Q1 | $1.5M | Buy |
+9,096
| New | +$1.5M | 1.24% | 13 |
|