Lehman & Derafelo Financial Resources’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $100K | Hold |
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|
2022
Q2 | $113K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $87K | Buy |
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|
2021
Q2 | $70K | Buy |
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|
2021
Q1 | $58K | Buy |
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|
2020
Q4 | $33K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $34K | Hold |
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|
2020
Q1 | $35K | Sell |
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|
2019
Q4 | $40K | Hold |
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|
2019
Q3 | $42K | Sell |
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|
2019
Q2 | $40K | Sell |
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|
2019
Q1 | $38K | Hold |
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|
2018
Q4 | $37K | Buy |
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