MWS
Maxwell Wealth Strategies’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $297K | Buy |
3,396
+282
| +9% | +$24.6K | 0.12% | 99 |
|
|
2024
Q3 | $289K | Sell |
3,114
-1,790
| -37% | -$166K | 0.12% | 96 |
|
|
2024
Q2 | $450K | Buy |
4,904
+124
| +3% | +$11.4K | 0.22% | 79 |
|
|
2024
Q1 | $429K | Sell |
4,780
-3,753
| -44% | -$337K | 0.22% | 84 |
|
|
2023
Q4 | $844K | Buy |
+8,533
| New | +$844K | 0.55% | 50 |
|