Rowland Carmichael 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 | $6K | Hold |
36
| – | – | ﹤0.01% | 361 |
|
|
2020
Q3 | $6K | Hold |
36
| – | – | ﹤0.01% | 335 |
|
|
2020
Q2 | $6K | Hold |
36
| – | – | ﹤0.01% | 331 |
|
|
2020
Q1 | $6K | Buy |
+36
| New | +$6K | ﹤0.01% | 309 |
|
|
2017
Q4 | – | Sell |
-16
| Closed | -$2K | – | 330 |
|
|
2017
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 291 |
|
|
2017
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 287 |
|
|
2017
Q1 | $2K | Sell |
16
-266
| -94% | -$33.3K | ﹤0.01% | 281 |
|
|
2016
Q4 | $34K | Hold |
282
| – | – | 0.02% | 271 |
|
|
2016
Q3 | $39K | Sell |
282
-9
| -3% | -$1.25K | 0.02% | 257 |
|
|
2016
Q2 | $40K | Hold |
291
| – | – | 0.03% | 265 |
|
|
2016
Q1 | $38K | Buy |
+291
| New | +$38K | 0.04% | 177 |
|