Legacy Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.48M | Buy |
+10,264
| New | +$1.48M | 0.82% | 27 |
|
|
2020
Q4 | – | Sell |
-12,090
| Closed | -$1.97M | – | 102 |
|
|
2020
Q3 | $1.97M | Sell |
12,090
-4,164
| -26% | -$680K | 1.4% | 16 |
|
|
2020
Q2 | $2.66M | Sell |
16,254
-28,424
| -64% | -$4.66M | 2.01% | 13 |
|
|
2020
Q1 | $7.37M | Buy |
44,678
+15,350
| +52% | +$2.53M | 6.86% | 2 |
|
|
2019
Q4 | $4.17M | Buy |
+29,328
| New | +$4.17M | 3.03% | 11 |
|