Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-9
| Closed | -$1K | – | 926 |
|
|
2016
Q3 | $1K | Sell |
9
-118
| -93% | -$13.1K | ﹤0.01% | 1187 |
|
|
2016
Q2 | $18K | Buy |
127
+118
| +1,311% | +$16.7K | 0.01% | 618 |
|
|
2016
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1125 |
|
|
2015
Q4 | $1K | Sell |
9
-30
| -77% | -$3.33K | ﹤0.01% | 1229 |
|
|
2015
Q3 | $5K | Buy |
39
+9
| +30% | +$1.15K | ﹤0.01% | 949 |
|
|
2015
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 1016 |
|
|
2015
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 1047 |
|