OWA
Outlook Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,835
| Closed | -$409K | – | 227 |
|
|
2021
Q3 | $409K | Sell |
2,835
-111
| -4% | -$16K | 0.13% | 158 |
|
|
2021
Q2 | $425K | Sell |
2,946
-407
| -12% | -$58.7K | 0.14% | 162 |
|
|
2021
Q1 | $454K | Sell |
3,353
-4,371
| -57% | -$592K | 0.16% | 147 |
|
|
2020
Q4 | $1.22M | Sell |
7,724
-440
| -5% | -$69.4K | 0.44% | 60 |
|
|
2020
Q3 | $1.33M | Buy |
8,164
+2,324
| +40% | +$379K | 0.53% | 51 |
|
|
2020
Q2 | $957K | Buy |
5,840
+610
| +12% | +$100K | 0.41% | 62 |
|
|
2020
Q1 | $863K | Buy |
+5,230
| New | +$863K | 0.49% | 51 |
|