WQ
Wealth Quarterback’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
Q1 | – | Sell |
-31,308
| Closed | -$3.12M | – | 126 |
|
|
2022
Q4 | $3.12M | Buy |
+31,308
| New | +$3.12M | 2.58% | 12 |
|
|
2021
Q3 | $5.46M | Buy |
37,611
+7,737
| +26% | +$1.12M | 3.63% | 5 |
|
|
2021
Q2 | $4.31M | Buy |
+29,874
| New | +$4.31M | 2.62% | 8 |
|
|
2020
Q4 | – | Sell |
-1,580
| Closed | -$259K | – | 126 |
|
|
2020
Q3 | $259K | Hold |
1,580
| – | – | 0.24% | 93 |
|
|
2020
Q2 | $259K | Sell |
1,580
-16,767
| -91% | -$2.75M | 0.24% | 93 |
|
|
2020
Q1 | $3.06M | Sell |
18,347
-15,651
| -46% | -$2.61M | 2.81% | 3 |
|
|
2019
Q4 | $1.22M | Buy |
+33,998
| New | +$1.22M | 1.06% | 22 |
|