PSI
Pinnacle Summer Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $2K | Sell |
16
-54,458
| -100% | -$6.81M | ﹤0.01% | 707 |
|
|
2015
Q3 | $6.62M | Buy |
54,474
+9,531
| +21% | +$1.16M | 1.13% | 17 |
|
|
2015
Q2 | $5.28M | Buy |
44,943
+524
| +1% | +$61.5K | 1.11% | 18 |
|
|
2015
Q1 | $5.81M | Sell |
44,419
-561
| -1% | -$73.3K | 0.8% | 24 |
|
|
2014
Q4 | $6.22M | Buy |
44,980
+19,852
| +79% | +$2.75M | 0.77% | 27 |
|
|
2014
Q3 | $2.92M | Buy |
25,128
+8,693
| +53% | +$1.01M | 0.32% | 46 |
|
|
2014
Q2 | $1.9M | Buy |
+16,435
| New | +$1.9M | 0.22% | 65 |
|