Proquility Private Wealth Partners’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
Q3
Sell
-2,468
Closed -$356K 84
2021
Q2
$356K Sell
2,468
-3,869
-61% -$558K 0.13% 82
2021
Q1
$858K Buy
6,337
+1,970
+45% +$267K 0.34% 64
2020
Q4
$689K Buy
+4,367
New +$689K 0.31% 62