FAM
Forte Asset Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-39,751
| Closed | -$4.09M | – | 57 |
|
|
2023
Q2 | $4.09M | Buy |
39,751
+15,390
| +63% | +$1.58M | 2.65% | 14 |
|
|
2023
Q1 | $2.59M | Sell |
24,361
-6,004
| -20% | -$639K | 1.71% | 23 |
|
|
2022
Q4 | $3.02M | Buy |
+30,365
| New | +$3.02M | 1.97% | 21 |
|