SWC
Spectrum Wealth Counsel’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-28,183
| Closed | -$2.76M | – | 398 |
|
|
2024
Q3 | $2.76M | Sell |
28,183
-3,053
| -10% | -$300K | 0.33% | 64 |
|
|
2024
Q2 | $2.87M | Sell |
31,236
-5,773
| -16% | -$530K | 0.36% | 57 |
|
|
2024
Q1 | $3.5M | Sell |
37,009
-12
| -0% | -$1.14K | 0.43% | 56 |
|
|
2023
Q4 | $3.66M | Buy |
+37,021
| New | +$3.66M | 0.51% | 55 |
|