TWA
TCI Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-31
| Closed | -$3.3K | – | 2049 |
|
|
2023
Q1 | $3.3K | Buy |
31
+2
| +7% | +$213 | ﹤0.01% | 1804 |
|
|
2022
Q4 | $2.89K | Buy |
29
+3
| +12% | +$299 | ﹤0.01% | 1876 |
|
|
2022
Q3 | $3K | Sell |
26
-38
| -59% | -$4.39K | ﹤0.01% | 1845 |
|
|
2022
Q2 | $7K | Buy |
64
+41
| +178% | +$4.48K | ﹤0.01% | 1290 |
|
|
2022
Q1 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 1921 |
|
|
2021
Q4 | – | Sell |
-45
| Closed | -$6K | – | 2508 |
|
|
2021
Q3 | $6K | Buy |
+45
| New | +$6K | ﹤0.01% | 1499 |
|
|
2020
Q2 | – | Sell |
-497
| Closed | -$82K | – | 1641 |
|
|
2020
Q1 | $82K | Buy |
497
+470
| +1,741% | +$77.5K | 0.04% | 225 |
|
|
2019
Q4 | $4K | Buy |
27
+2
| +8% | +$296 | ﹤0.01% | 949 |
|
|
2019
Q3 | $4K | Sell |
25
-209
| -89% | -$33.4K | ﹤0.01% | 891 |
|
|
2019
Q2 | $31K | Hold |
234
| – | – | 0.01% | 392 |
|
|
2019
Q1 | $30K | Buy |
+234
| New | +$30K | 0.01% | 424 |
|
|
2015
Q4 | – | Sell |
-502
| Closed | -$62K | – | 1082 |
|
|
2015
Q3 | $62K | Buy |
502
+305
| +155% | +$37.7K | 0.04% | 254 |
|
|
2015
Q2 | $23K | Hold |
197
| – | – | 0.01% | 379 |
|
|
2015
Q1 | $26K | Buy |
+197
| New | +$26K | 0.02% | 328 |
|
|
2014
Q1 | – | Sell |
-325
| Closed | -$33K | – | 914 |
|
|
2013
Q4 | $33K | Buy |
+325
| New | +$33K | 0.02% | 289 |
|