GAM
Gemmer 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-4
| Closed | -$1K | – | 1327 |
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1256 |
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1485 |
|
2021
Q1 | $1K | Sell |
4
-726
| -99% | -$182K | ﹤0.01% | 1451 |
|
2020
Q4 | $115K | Buy |
730
+726
| +18,150% | +$114K | 0.02% | 127 |
|
2020
Q3 | $1K | Sell |
4
-245
| -98% | -$61.3K | ﹤0.01% | 1309 |
|
2020
Q2 | $41K | Buy |
249
+50
| +25% | +$8.23K | 0.01% | 229 |
|
2020
Q1 | $33K | Buy |
+199
| New | +$33K | 0.01% | 232 |
|
2019
Q2 | – | Sell |
-63
| Closed | -$8K | – | 1437 |
|
2019
Q1 | $8K | Buy |
+63
| New | +$8K | ﹤0.01% | 812 |
|