VitalStone Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.52M | Buy |
15,513
+6,660
| +75% | +$653K | 1.04% | 23 |
|
|
2024
Q2 | $813K | Buy |
8,853
+6,183
| +232% | +$567K | 0.59% | 42 |
|
|
2024
Q1 | $253K | Buy |
2,670
+512
| +24% | +$48.5K | 0.19% | 94 |
|
|
2023
Q4 | $213K | Buy |
2,158
+1,618
| +300% | +$160K | 0.17% | 84 |
|
|
2023
Q3 | $47K | Sell |
540
-14,694
| -96% | -$1.28M | 0.04% | 136 |
|
|
2023
Q2 | $1.6M | Buy |
+15,234
| New | +$1.6M | 0.9% | 17 |
|
|
2023
Q1 | – | Sell |
-12,171
| Closed | -$1.2M | – | 509 |
|
|
2022
Q4 | $1.2M | Buy |
+12,171
| New | +$1.2M | 0.82% | 23 |
|