Concord Wealth Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35
| Closed | -$3.79K | – | 902 |
|
|
2023
Q4 | $3.79K | Hold |
35
| – | – | ﹤0.01% | 665 |
|
|
2023
Q3 | $3.45K | Hold |
35
| – | – | ﹤0.01% | 777 |
|
|
2023
Q2 | $3.88K | Buy |
+35
| New | +$3.88K | ﹤0.01% | 757 |
|
|
2023
Q1 | – | Sell |
-35
| Closed | -$3.79K | – | 1217 |
|
|
2022
Q4 | $3.79K | Buy |
+35
| New | +$3.79K | ﹤0.01% | 820 |
|
|
2022
Q3 | – | Sell |
-35
| Closed | -$4K | – | 1053 |
|
|
2022
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 896 |
|
|
2022
Q1 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 925 |
|