Physician Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,050
| Closed | -$484K | – | 151 |
|
|
2020
Q3 | $484K | Buy |
3,050
+516
| +20% | +$81.9K | 0.19% | 70 |
|
|
2020
Q2 | $429K | Sell |
2,534
-32
| -1% | -$5.42K | 0.17% | 77 |
|
|
2020
Q1 | $435K | Sell |
2,566
-2,313
| -47% | -$392K | 0.22% | 63 |
|
|
2019
Q4 | $673K | Buy |
4,879
+896
| +22% | +$124K | 0.3% | 46 |
|
|
2019
Q3 | $559K | Buy |
+3,983
| New | +$559K | 0.27% | 54 |
|