Phoenix Financial’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
Q4 | – | Sell |
-15,470
| Closed | -$71K | – | 426 |
|
|
2021
Q3 | $71K | Buy |
+15,470
| New | +$71K | ﹤0.01% | 400 |
|
|
2021
Q2 | – | Sell |
-15,705
| Closed | -$115K | – | 403 |
|
|
2021
Q1 | $115K | Sell |
15,705
-3,756
| -19% | -$27.5K | ﹤0.01% | 393 |
|
|
2020
Q4 | $157K | Buy |
19,461
+44
| +0.2% | +$355 | ﹤0.01% | 356 |
|
|
2020
Q3 | $187K | Hold |
19,417
| – | – | 0.01% | 305 |
|
|
2020
Q2 | $124K | Sell |
19,417
-50,221
| -72% | -$321K | 0.01% | 302 |
|
|
2020
Q1 | $308K | Buy |
+69,638
| New | +$308K | 0.02% | 266 |
|