FVWA
Foster Victor Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-36,919
| Closed | -$5.33M | – | 155 |
|
|
2021
Q3 | $5.33M | Buy |
36,919
+764
| +2% | +$110K | 0.85% | 43 |
|
|
2021
Q2 | $5.22M | Buy |
36,155
+908
| +3% | +$131K | 0.87% | 37 |
|
|
2021
Q1 | $4.88M | Buy |
35,247
+7,884
| +29% | +$1.09M | 0.91% | 37 |
|
|
2020
Q4 | $4.32M | Buy |
27,363
+1,929
| +8% | +$304K | 0.98% | 37 |
|
|
2020
Q3 | $4.15M | Buy |
25,434
+5,066
| +25% | +$827K | 1.13% | 34 |
|
|
2020
Q2 | $3.34M | Sell |
20,368
-9,898
| -33% | -$1.62M | 1.11% | 34 |
|
|
2020
Q1 | $5.18M | Buy |
30,266
+27,964
| +1,215% | +$4.79M | 2.27% | 7 |
|
|
2019
Q4 | $315K | Buy |
+2,302
| New | +$315K | 0.14% | 84 |
|