Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-980
| Closed | -$100K | – | 181 |
|
|
2022
Q3 | $100K | Hold |
980
| – | – | 0.03% | 102 |
|
|
2022
Q2 | $113K | Buy |
+980
| New | +$113K | 0.04% | 106 |
|
|
2021
Q4 | – | Sell |
-600
| Closed | -$87K | – | 178 |
|
|
2021
Q3 | $87K | Buy |
600
+117
| +24% | +$17K | 0.03% | 120 |
|
|
2021
Q2 | $70K | Buy |
483
+57
| +13% | +$8.26K | 0.02% | 145 |
|
|
2021
Q1 | $58K | Buy |
426
+216
| +103% | +$29.4K | 0.02% | 145 |
|
|
2020
Q4 | $33K | Hold |
210
| – | – | 0.01% | 157 |
|
|
2020
Q3 | $34K | Hold |
210
| – | – | 0.01% | 148 |
|
|
2020
Q2 | $34K | Hold |
210
| – | – | 0.01% | 137 |
|
|
2020
Q1 | $35K | Sell |
210
-85
| -29% | -$14.2K | 0.01% | 124 |
|
|
2019
Q4 | $40K | Hold |
295
| – | – | 0.01% | 137 |
|
|
2019
Q3 | $42K | Sell |
295
-6
| -2% | -$854 | 0.02% | 126 |
|
|
2019
Q2 | $40K | Sell |
301
-1
| -0.3% | -$133 | 0.02% | 129 |
|
|
2019
Q1 | $38K | Hold |
302
| – | – | 0.02% | 133 |
|
|
2018
Q4 | $37K | Buy |
+302
| New | +$37K | 0.02% | 121 |
|