Lenox Wealth Advisors’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
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 623 |
|
|
2021
Q4 | $4K | Sell |
28
-28
| -50% | -$4K | ﹤0.01% | 644 |
|
|
2021
Q3 | $8K | Buy |
56
+29
| +107% | +$4.14K | ﹤0.01% | 507 |
|
|
2021
Q2 | $4K | Hold |
27
| – | – | ﹤0.01% | 595 |
|
|
2021
Q1 | $4K | Sell |
27
-2,202
| -99% | -$326K | ﹤0.01% | 548 |
|
|
2020
Q4 | $352K | Sell |
2,229
-187,402
| -99% | -$29.6M | 0.05% | 64 |
|
|
2020
Q3 | $31M | Buy |
+189,631
| New | +$31M | 4.65% | 7 |
|
|
2016
Q2 | – | Sell |
-700
| Closed | -$91K | – | 253 |
|
|
2016
Q1 | $91K | Buy |
700
+673
| +2,493% | +$87.5K | 0.03% | 58 |
|
|
2015
Q4 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 292 |
|