FIG
Fusion Investment Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-15,469
| Closed | -$1.82M | – | 195 |
|
|
2015
Q2 | $1.82M | Buy |
15,469
+15,241
| +6,685% | +$1.79M | 1.41% | 12 |
|
|
2015
Q1 | $29K | Sell |
228
-5,024
| -96% | -$639K | 0.02% | 106 |
|
|
2014
Q4 | $661K | Sell |
5,252
-1,000
| -16% | -$126K | 0.56% | 40 |
|
|
2014
Q3 | $727K | Sell |
6,252
-1,507
| -19% | -$175K | 0.63% | 30 |
|
|
2014
Q2 | $880K | Buy |
+7,759
| New | +$880K | 0.76% | 19 |
|