Longer Investments’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-68,020
| Closed | -$7.98M | – | 35 |
|
2018
Q3 | $7.98M | Buy |
+68,020
| New | +$7.98M | 7.68% | 3 |
|
2017
Q1 | – | Sell |
-54,750
| Closed | -$6.52M | – | 40 |
|
2016
Q4 | $6.52M | Buy |
+54,750
| New | +$6.52M | 5.96% | 3 |
|
2015
Q3 | – | Sell |
-67,343
| Closed | -$7.91M | – | 39 |
|
2015
Q2 | $7.91M | Buy |
+67,343
| New | +$7.91M | 6.96% | 3 |
|
2014
Q4 | – | Sell |
-70,265
| Closed | -$8.17M | – | 47 |
|
2014
Q3 | $8.17M | Buy |
+70,265
| New | +$8.17M | 6.6% | 5 |
|
2013
Q3 | – | Sell |
-84,440
| Closed | -$9.33M | – | 51 |
|
2013
Q2 | $9.33M | Buy |
+84,440
| New | +$9.33M | 8.49% | 4 |
|