Keystone Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,143
| Closed | -$1.88M | – | 265 |
|
|
2024
Q3 | $1.88M | Sell |
19,143
-90
| -0.5% | -$8.83K | 0.52% | 42 |
|
|
2024
Q2 | $1.77M | Sell |
19,233
-30
| -0.2% | -$2.75K | 0.55% | 44 |
|
|
2024
Q1 | $1.82M | Buy |
19,263
+1,070
| +6% | +$101K | 0.59% | 42 |
|
|
2023
Q4 | $1.8M | Buy |
+18,193
| New | +$1.8M | 0.62% | 39 |
|
|
2022
Q2 | – | Sell |
-1,695
| Closed | -$224K | – | 187 |
|
|
2022
Q1 | $224K | Buy |
+1,695
| New | +$224K | 0.09% | 164 |
|