DWA
Dougherty Wealth Advisers’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7
| Closed | -$687 | – | 113 |
|
|
2024
Q3 | $687 | Hold |
7
| – | – | ﹤0.01% | 109 |
|
|
2024
Q2 | $642 | Hold |
7
| – | – | ﹤0.01% | 110 |
|
|
2024
Q1 | $662 | Hold |
7
| – | – | ﹤0.01% | 110 |
|
|
2023
Q4 | $692 | Hold |
7
| – | – | ﹤0.01% | 126 |
|
|
2023
Q3 | $621 | Hold |
7
| – | – | ﹤0.01% | 123 |
|
|
2023
Q2 | $721 | Hold |
7
| – | – | ﹤0.01% | 122 |
|
|
2023
Q1 | $745 | Hold |
7
| – | – | ﹤0.01% | 129 |
|
|
2022
Q4 | $697 | Hold |
7
| – | – | ﹤0.01% | 129 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 133 |
|
|
2022
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 123 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$16K | – | 143 |
|
|
2020
Q4 | $16K | Buy |
+100
| New | +$16K | 0.03% | 131 |
|