KA
Kerrisdale Advisers’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,895
| Closed | -$2.21M | – | 93 |
|
|
2023
Q3 | $2.21M | Sell |
24,895
-65,870
| -73% | -$5.84M | 0.7% | 40 |
|
|
2023
Q2 | $9.34M | Sell |
90,765
-19,535
| -18% | -$2.01M | 2.52% | 10 |
|
|
2023
Q1 | $11.7M | Buy |
+110,300
| New | +$11.7M | 3.47% | 7 |
|