SWM
Selective Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-113
| Closed | -$12K | – | 669 |
|
|
2022
Q3 | $12K | Hold |
113
| – | – | 0.01% | 501 |
|
|
2022
Q2 | $13K | Buy |
113
+77
| +214% | +$8.86K | ﹤0.01% | 532 |
|
|
2022
Q1 | $5K | Hold |
36
| – | – | ﹤0.01% | 601 |
|
|
2021
Q4 | $5K | Hold |
36
| – | – | ﹤0.01% | 554 |
|
|
2021
Q3 | $5K | Hold |
36
| – | – | ﹤0.01% | 499 |
|
|
2021
Q2 | $5K | Buy |
+36
| New | +$5K | ﹤0.01% | 410 |
|
|
2020
Q3 | – | Sell |
-12
| Closed | -$2K | – | 408 |
|
|
2020
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 390 |
|