Lenox Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $54K | Sell |
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2020
Q1 | $1.23M | Buy |
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|
2019
Q4 | $998K | Buy |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $28K | Sell |
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|
2019
Q1 | $29K | Sell |
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|
2018
Q4 | $36K | Sell |
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|
2018
Q3 | $1.24M | Sell |
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|
2018
Q2 | $2.23M | Sell |
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2018
Q1 | $2.45M | Sell |
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|
2017
Q4 | $2.93M | Buy |
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|
2017
Q3 | $2.58M | Buy |
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|
2017
Q2 | $2.1M | Buy |
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