LWP
Lumature Wealth Partners’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
Q2 | $1.96K | Hold |
19
| – | – | ﹤0.01% | 359 |
|
|
2023
Q1 | $2.02K | Hold |
19
| – | – | ﹤0.01% | 360 |
|
|
2022
Q4 | $1.89K | Sell |
19
-29
| -60% | -$2.89K | ﹤0.01% | 366 |
|
|
2022
Q3 | $5K | Sell |
48
-26
| -35% | -$2.71K | ﹤0.01% | 353 |
|
|
2022
Q2 | $9K | Sell |
74
-25
| -25% | -$3.04K | ﹤0.01% | 323 |
|
|
2022
Q1 | $13K | Sell |
99
-7
| -7% | -$919 | 0.01% | 325 |
|
|
2021
Q4 | $16K | Sell |
106
-58
| -35% | -$8.76K | 0.01% | 308 |
|
|
2021
Q3 | $24K | Sell |
164
-36
| -18% | -$5.27K | 0.01% | 275 |
|
|
2021
Q2 | $29K | Buy |
200
+24
| +14% | +$3.48K | 0.01% | 254 |
|
|
2021
Q1 | $24K | Sell |
176
-124
| -41% | -$16.9K | 0.01% | 257 |
|
|
2020
Q4 | $47K | Buy |
+300
| New | +$47K | 0.04% | 152 |
|