Successful Portfolios’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
Q4 | – | Sell |
-1,389
| Closed | -$200K | – | 218 |
|
|
2021
Q3 | $200K | Hold |
1,389
| – | – | 0.12% | 196 |
|
|
2021
Q2 | $201K | Sell |
1,389
-188
| -12% | -$27.2K | 0.12% | 197 |
|
|
2021
Q1 | $214K | Sell |
1,577
-1,083
| -41% | -$147K | 0.14% | 179 |
|
|
2020
Q4 | $420K | Buy |
2,660
+468
| +21% | +$73.9K | 0.3% | 92 |
|
|
2020
Q3 | $358K | Buy |
2,192
+42
| +2% | +$6.86K | 0.29% | 94 |
|
|
2020
Q2 | $352K | Sell |
2,150
-539
| -20% | -$88.2K | 0.31% | 91 |
|
|
2020
Q1 | $444K | Buy |
2,689
+921
| +52% | +$152K | 0.45% | 69 |
|
|
2019
Q4 | $240K | Buy |
+1,768
| New | +$240K | 0.21% | 126 |
|