Lenox Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,739
| Closed | -$1.25M | – | 680 |
|
|
2018
Q3 | $1.25M | Sell |
9,739
-7,129
| -42% | -$916K | 0.37% | 51 |
|
|
2018
Q2 | $2.22M | Sell |
16,868
-1,555
| -8% | -$204K | 0.71% | 35 |
|
|
2018
Q1 | $2.44M | Sell |
18,423
-2,963
| -14% | -$392K | 0.78% | 34 |
|
|
2017
Q4 | $2.91M | Buy |
21,386
+2,621
| +14% | +$357K | 0.88% | 31 |
|
|
2017
Q3 | $2.56M | Buy |
18,765
+3,665
| +24% | +$500K | 0.88% | 21 |
|
|
2017
Q2 | $2.06M | Buy |
+15,100
| New | +$2.06M | 0.84% | 21 |
|