SWM
Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,430
| Closed | -$489K | – | 45 |
|
|
2019
Q3 | $489K | Sell |
3,430
-570
| -14% | -$81.3K | 1% | 31 |
|
|
2019
Q2 | $532K | Hold |
4,000
| – | – | 0.5% | 31 |
|
|
2019
Q1 | $500K | Hold |
4,000
| – | – | 0.41% | 45 |
|
|
2018
Q4 | $486K | Buy |
+4,000
| New | +$486K | 0.48% | 35 |
|