Sonora Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-192
| Closed | -$26K | – | 1744 |
|
|
2019
Q4 | $26K | Hold |
192
| – | – | ﹤0.01% | 742 |
|
|
2019
Q3 | $27K | Sell |
192
-125
| -39% | -$17.6K | ﹤0.01% | 710 |
|
|
2019
Q2 | $42K | Buy |
+317
| New | +$42K | ﹤0.01% | 598 |
|
|
2018
Q2 | – | Sell |
-19
| Closed | -$2.32K | – | 1218 |
|
|
2018
Q1 | $2.32K | Buy |
+19
| New | +$2.32K | ﹤0.01% | 1042 |
|