Midwest Professional Planners Ltd (MPPL)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,806
| Closed | -$1.9M | – | 127 |
|
|
2021
Q4 | $1.9M | Buy |
12,806
+1,193
| +10% | +$177K | 0.92% | 33 |
|
|
2021
Q3 | $1.68M | Buy |
+11,613
| New | +$1.68M | 0.89% | 32 |
|
|
2019
Q3 | – | Sell |
-3,742
| Closed | -$497K | – | 100 |
|
|
2019
Q2 | $497K | Buy |
+3,742
| New | +$497K | 0.46% | 53 |
|
|
2018
Q3 | – | Sell |
-82
| Closed | -$10K | – | 271 |
|
|
2018
Q2 | $10K | Buy |
82
+25
| +44% | +$3.05K | 0.01% | 233 |
|
|
2018
Q1 | $7K | Buy |
57
+15
| +36% | +$1.84K | 0.01% | 251 |
|
|
2017
Q4 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 288 |
|