MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-154
| Closed | -$20K | – | 515 |
|
|
2021
Q1 | $20K | Sell |
154
-1
| -0.6% | -$130 | 0.01% | 242 |
|
|
2020
Q4 | $24K | Hold |
155
| – | – | 0.01% | 220 |
|
|
2020
Q3 | $25K | Hold |
155
| – | – | 0.01% | 184 |
|
|
2020
Q2 | $25K | Buy |
+155
| New | +$25K | 0.01% | 183 |
|
|
2017
Q3 | – | Sell |
-346
| Closed | -$43K | – | 303 |
|
|
2017
Q2 | $43K | Buy |
+346
| New | +$43K | 0.03% | 161 |
|