LA
LVW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,803
| Closed | -$1.76M | – | 214 |
|
|
2020
Q3 | $1.76M | Buy |
10,803
+86
| +0.8% | +$14K | 0.39% | 53 |
|
|
2020
Q2 | $1.76M | Buy |
10,717
+400
| +4% | +$65.6K | 0.42% | 53 |
|
|
2020
Q1 | $1.7M | Sell |
10,317
-2,735
| -21% | -$451K | 0.45% | 54 |
|
|
2019
Q4 | $1.77M | Sell |
13,052
-9,318
| -42% | -$1.26M | 0.4% | 59 |
|
|
2019
Q3 | $3.2M | Buy |
+22,370
| New | +$3.2M | 0.79% | 36 |
|