Laurel Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26
| Closed | -$2.68K | – | 601 |
|
|
2023
Q2 | $2.68K | Hold |
26
| – | – | ﹤0.01% | 499 |
|
|
2023
Q1 | $2.77K | Buy |
+26
| New | +$2.77K | ﹤0.01% | 493 |
|
|
2022
Q2 | – | Sell |
-10
| Closed | -$1K | – | 692 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 645 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 645 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 656 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 730 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 653 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 552 |
|
|
2020
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 487 |
|