Copperwynd Financial’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-9,754
| Closed | -$1.45M | – | 129 |
|
2021
Q4 | $1.45M | Sell |
9,754
-465
| -5% | -$68.9K | 0.55% | 27 |
|
2021
Q3 | $1.48M | Buy |
+10,219
| New | +$1.48M | 0.61% | 26 |
|
2021
Q1 | – | Sell |
-8,608
| Closed | -$1.36M | – | 125 |
|
2020
Q4 | $1.36M | Buy |
+8,608
| New | +$1.36M | 0.66% | 25 |
|
2020
Q2 | – | Sell |
-10,443
| Closed | -$1.72M | – | 117 |
|
2020
Q1 | $1.72M | Buy |
+10,443
| New | +$1.72M | 0.82% | 13 |
|