Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Hold |
0
| – | – | – | 722 |
|
|
2018
Q4 | – | Sell |
-110
| Closed | -$13K | – | 651 |
|
|
2018
Q3 | $13K | Sell |
110
-129
| -54% | -$15.2K | 0.01% | 479 |
|
|
2018
Q2 | $29K | Hold |
239
| – | – | 0.01% | 394 |
|
|
2018
Q1 | $29K | Sell |
239
-3
| -1% | -$364 | 0.01% | 378 |
|
|
2017
Q4 | $31K | Buy |
242
+239
| +7,967% | +$30.6K | 0.01% | 390 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 954 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 731 |
|
|
2017
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 742 |
|
|
2016
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 744 |
|
|
2016
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 784 |
|
|
2016
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 766 |
|
|
2016
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 841 |
|
|
2015
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 780 |
|