MWP
Moller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-15,783
| Closed | -$2.1M | – | 51 |
|
|
2019
Q2 | $2.1M | Sell |
15,783
-66,030
| -81% | -$8.77M | 1.07% | 18 |
|
|
2019
Q1 | $10.3M | Buy |
+81,813
| New | +$10.3M | 4.64% | 8 |
|
|
2018
Q1 | – | Sell |
-5,461
| Closed | -$693K | – | 47 |
|
|
2017
Q4 | $693K | Buy |
5,461
+45
| +0.8% | +$5.71K | 0.26% | 29 |
|
|
2017
Q3 | $676K | Buy |
5,416
+34
| +0.6% | +$4.24K | 0.26% | 29 |
|
|
2017
Q2 | $673K | Buy |
5,382
+33
| +0.6% | +$4.13K | 0.28% | 28 |
|
|
2017
Q1 | $646K | Buy |
5,349
+22
| +0.4% | +$2.66K | 0.28% | 30 |
|
|
2016
Q4 | $635K | Sell |
5,327
-107,914
| -95% | -$12.9M | 0.31% | 29 |
|
|
2016
Q3 | $15.6M | Sell |
113,241
-2,567
| -2% | -$353K | 7.16% | 5 |
|
|
2016
Q2 | $16.1M | Sell |
115,808
-3,657
| -3% | -$508K | 7.88% | 5 |
|
|
2016
Q1 | $15.6M | Buy |
119,465
+530
| +0.4% | +$69.2K | 9.16% | 4 |
|
|
2015
Q4 | $14.3M | Buy |
+118,935
| New | +$14.3M | 7.9% | 6 |
|
|
2015
Q3 | – | Sell |
-132,349
| Closed | -$15.5M | – | 39 |
|
|
2015
Q2 | $15.5M | Buy |
132,349
+8,229
| +7% | +$967K | 7.06% | 6 |
|
|
2015
Q1 | $16.2M | Sell |
124,120
-1,672
| -1% | -$219K | 7.49% | 6 |
|
|
2014
Q4 | $15.8M | Buy |
125,792
+2,392
| +2% | +$301K | 7.83% | 5 |
|
|
2014
Q3 | $14.3M | Buy |
+123,400
| New | +$14.3M | 6.76% | 7 |
|