SevenOneSeven Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-74
| Closed | -$9K | – | 60 |
|
2022
Q2 | $9K | Hold |
74
| – | – | 0.02% | 53 |
|
2022
Q1 | $10K | Hold |
74
| – | – | 0.02% | 47 |
|
2021
Q4 | $11K | Hold |
74
| – | – | 0.02% | 49 |
|
2021
Q3 | $11K | Hold |
74
| – | – | 0.03% | 49 |
|
2021
Q2 | $11K | Sell |
74
-3,207
| -98% | -$477K | 0.03% | 49 |
|
2021
Q1 | $444K | Buy |
+3,281
| New | +$444K | 1.64% | 15 |
|