Fortis Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-40,919
| Closed | -$3.87M | – | 101 |
|
|
2024
Q1 | $3.87M | Buy |
40,919
+44
| +0.1% | +$4.16K | 2.59% | 10 |
|
|
2023
Q4 | $4.04M | Sell |
40,875
-1,822
| -4% | -$180K | 2.88% | 8 |
|
|
2023
Q3 | $3.79M | Buy |
+42,697
| New | +$3.79M | 2.85% | 8 |
|
|
2023
Q2 | – | Sell |
-32
| Closed | -$3.4K | – | 238 |
|
|
2023
Q1 | $3.4K | Buy |
+32
| New | +$3.4K | ﹤0.01% | 237 |
|