Sowa Financial 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 |
-2,414
| Closed | -$327K | – | 74 |
|
|
2021
Q1 | $327K | Sell |
2,414
-7,384
| -75% | -$1M | 0.23% | 52 |
|
|
2020
Q4 | $1.55M | Sell |
9,798
-16,556
| -63% | -$2.61M | 1.04% | 19 |
|
|
2020
Q3 | $4.3M | Sell |
26,354
-4,409
| -14% | -$720K | 3.08% | 9 |
|
|
2020
Q2 | $5.04M | Buy |
30,763
+163
| +0.5% | +$26.7K | 3.81% | 7 |
|
|
2020
Q1 | $5.05M | Buy |
30,600
+30,520
| +38,150% | +$5.03M | 4.44% | 6 |
|
|
2019
Q4 | $11K | Buy |
+80
| New | +$11K | 0.01% | 219 |
|