Laurel Wealth Advisors (North Carolina)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-114
| Closed | -$17K | – | 740 |
|
|
2021
Q2 | $17K | Hold |
114
| – | – | ﹤0.01% | 401 |
|
|
2021
Q1 | $16K | Hold |
114
| – | – | ﹤0.01% | 376 |
|
|
2020
Q4 | $18K | Hold |
114
| – | – | ﹤0.01% | 359 |
|
|
2020
Q3 | $19K | Hold |
114
| – | – | 0.01% | 323 |
|
|
2020
Q2 | $19K | Hold |
114
| – | – | 0.01% | 317 |
|
|
2020
Q1 | $19K | Sell |
114
-105
| -48% | -$17.5K | 0.01% | 297 |
|
|
2019
Q4 | $31K | Hold |
219
| – | – | 0.01% | 288 |
|
|
2019
Q3 | $33K | Buy |
219
+105
| +92% | +$15.8K | 0.01% | 273 |
|
|
2019
Q2 | $16K | Hold |
114
| – | – | 0.01% | 336 |
|
|
2019
Q1 | $16K | Hold |
114
| – | – | 0.01% | 327 |
|
|
2018
Q4 | $15K | Buy |
+114
| New | +$15K | 0.01% | 319 |
|