LJAC
L.J. Altfest & Co’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 |
-18,891
| Closed | -$1.68M | – | 327 |
|
|
2023
Q3 | $1.68M | Buy |
+18,891
| New | +$1.68M | 0.26% | 62 |
|
|
2022
Q4 | – | Sell |
-23,525
| Closed | -$2.41M | – | 276 |
|
|
2022
Q3 | $2.41M | Buy |
+23,525
| New | +$2.41M | 0.45% | 36 |
|
|
2022
Q2 | – | Sell |
-2,369
| Closed | -$313K | – | 279 |
|
|
2022
Q1 | $313K | Buy |
+2,369
| New | +$313K | 0.06% | 199 |
|
|
2021
Q3 | – | Sell |
-1,651
| Closed | -$238K | – | 281 |
|
|
2021
Q2 | $238K | Buy |
+1,651
| New | +$238K | 0.05% | 239 |
|
|
2021
Q1 | – | Sell |
-16,101
| Closed | -$2.54M | – | 297 |
|
|
2020
Q4 | $2.54M | Buy |
16,101
+13,228
| +460% | +$2.09M | 0.62% | 30 |
|
|
2020
Q3 | $469K | Sell |
2,873
-35,489
| -93% | -$5.79M | 0.12% | 124 |
|
|
2020
Q2 | $6.29M | Buy |
38,362
+33,513
| +691% | +$5.49M | 1.81% | 14 |
|
|
2020
Q1 | $800K | Buy |
+4,849
| New | +$800K | 0.25% | 67 |
|