Sonata Capital Group’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
Q2 | – | Sell |
-1,500
| Closed | -$203K | – | 128 |
|
|
2021
Q1 | $203K | Hold |
1,500
| – | – | 0.1% | 123 |
|
|
2020
Q4 | $237K | Hold |
1,500
| – | – | 0.12% | 114 |
|
|
2020
Q3 | $245K | Hold |
1,500
| – | – | 0.14% | 103 |
|
|
2020
Q2 | $246K | Hold |
1,500
| – | – | 0.16% | 98 |
|
|
2020
Q1 | $247K | Buy |
+1,500
| New | +$247K | 0.19% | 91 |
|