Coulter & Justus Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,200
| Closed | -$329K | – | 46 |
|
|
2023
Q2 | $329K | Buy |
3,200
+1,000
| +45% | +$103K | 0.22% | 31 |
|
|
2023
Q1 | $234K | Buy |
+2,200
| New | +$234K | 0.15% | 42 |
|
|
2022
Q3 | – | Sell |
-2,650
| Closed | -$304K | – | 50 |
|
|
2022
Q2 | $304K | Buy |
+2,650
| New | +$304K | 0.24% | 35 |
|
|
2022
Q1 | – | Sell |
-1,650
| Closed | -$245K | – | 49 |
|
|
2021
Q4 | $245K | Buy |
+1,650
| New | +$245K | 0.19% | 44 |
|