LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19
| Closed | -$1.65K | – | 597 |
|
|
2023
Q3 | $1.65K | Sell |
19
-258
| -93% | -$22.5K | ﹤0.01% | 587 |
|
|
2023
Q2 | $28.5K | Buy |
+277
| New | +$28.5K | ﹤0.01% | 475 |
|
|
2018
Q2 | – | Sell |
-193
| Closed | -$24K | – | 731 |
|
|
2018
Q1 | $24K | Buy |
+193
| New | +$24K | ﹤0.01% | 520 |
|