Lion Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,202
| Closed | -$608K | – | 276 |
|
|
2024
Q3 | $608K | Buy |
+6,202
| New | +$608K | 0.21% | 108 |
|
|
2020
Q4 | – | Sell |
-2,320
| Closed | -$390K | – | 54 |
|
|
2020
Q3 | $390K | Buy |
+2,320
| New | +$390K | 0.79% | 28 |
|
|
2020
Q2 | – | Sell |
-502
| Closed | -$83K | – | 373 |
|
|
2020
Q1 | $83K | Buy |
+502
| New | +$83K | 0.45% | 35 |
|