FinTrust Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $165K | Sell |
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|
2024
Q2 | $188K | Sell |
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2024
Q1 | $198K | Sell |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | $209K | Buy |
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|
2023
Q2 | $697 | Hold |
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|
2023
Q1 | $697 | Hold |
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|
2022
Q4 | $697 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $16K | Buy |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Sell |
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|
2021
Q1 | $21K | Sell |
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|
2020
Q4 | $114K | Buy |
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|
2020
Q3 | $108 | Sell |
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|
2020
Q2 | $113K | Sell |
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|
2020
Q1 | $224K | Sell |
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|
2019
Q4 | $222K | Sell |
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|
2019
Q3 | $543K | Sell |
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|
2019
Q2 | $515K | Sell |
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|
2019
Q1 | $506K | Buy |
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|
2018
Q4 | $10K | Buy |
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