Oxford Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-341
| Closed | -$30.2K | – | 305 |
|
|
2023
Q3 | $30.2K | Hold |
341
| – | – | ﹤0.01% | 245 |
|
|
2023
Q2 | $35.1K | Sell |
341
-88
| -21% | -$9.06K | ﹤0.01% | 262 |
|
|
2023
Q1 | $45.6K | Hold |
429
| – | – | 0.01% | 218 |
|
|
2022
Q4 | $42.7K | Buy |
+429
| New | +$42.7K | 0.01% | 221 |
|
|
2022
Q2 | – | Sell |
-575
| Closed | -$76K | – | 288 |
|
|
2022
Q1 | $76K | Hold |
575
| – | – | 0.01% | 210 |
|
|
2021
Q4 | $85K | Buy |
+575
| New | +$85K | 0.01% | 222 |
|