Ellis Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-49
| Closed | -$7K | – | 797 |
|
|
2021
Q1 | $7K | Buy |
+49
| New | +$7K | ﹤0.01% | 630 |
|
|
2020
Q2 | – | Sell |
-17
| Closed | -$2K | – | 760 |
|
|
2020
Q1 | $2K | Sell |
17
-23
| -58% | -$2.71K | ﹤0.01% | 656 |
|
|
2019
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 599 |
|
|
2019
Q3 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 614 |
|