PWM
Palumbo Wealth Management’s Innovator 20+ Year Treasury Bond 5 Floor ETF July TFJL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-166,152
| Closed | -$3.5M | – | 188 |
|
|
2024
Q3 | $3.5M | Sell |
166,152
-9,712
| -6% | -$205K | 1.36% | 19 |
|
|
2024
Q2 | $3.48M | Buy |
175,864
+150
| +0.1% | +$2.97K | 1.47% | 16 |
|
|
2024
Q1 | $3.58M | Buy |
175,714
+8,965
| +5% | +$183K | 1.6% | 16 |
|
|
2023
Q4 | $3.57M | Sell |
166,749
-6,074
| -4% | -$130K | 1.82% | 14 |
|
|
2023
Q3 | $3.33M | Buy |
+172,823
| New | +$3.33M | 1.83% | 14 |
|