TFO Wealth Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19
| Closed | -$2.11K | – | 1085 |
|
|
2023
Q3 | $2.11K | Hold |
19
| – | – | ﹤0.01% | 204 |
|
|
2023
Q2 | $2.11K | Hold |
19
| – | – | ﹤0.01% | 181 |
|
|
2023
Q1 | $2.18K | Sell |
19
-1,407
| -99% | -$161K | ﹤0.01% | 146 |
|
|
2022
Q4 | $150K | Buy |
1,426
+1,407
| +7,405% | +$148K | 0.03% | 40 |
|
|
2022
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 124 |
|
|
2022
Q2 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 357 |
|