Teamwork Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,059
| Closed | -$830K | – | 210 |
|
|
2023
Q2 | $830K | Buy |
+8,059
| New | +$830K | 0.13% | 94 |
|
|
2023
Q1 | – | Sell |
-2,856
| Closed | -$284K | – | 210 |
|
|
2022
Q4 | $284K | Sell |
2,856
-1,902
| -40% | -$189K | 0.06% | 159 |
|
|
2022
Q3 | $487K | Buy |
4,758
+6
| +0.1% | +$614 | 0.11% | 118 |
|
|
2022
Q2 | $546K | Buy |
+4,752
| New | +$546K | 0.12% | 120 |
|