Wealthcare Advisory 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
Q1 | – | Sell |
-7,006
| Closed | -$758K | – | 744 |
|
|
2022
Q4 | $758K | Buy |
7,006
+4,149
| +145% | +$449K | 0.04% | 326 |
|
|
2022
Q3 | $311K | Buy |
2,857
+943
| +49% | +$103K | 0.02% | 474 |
|
|
2022
Q2 | $230K | Sell |
1,914
-37
| -2% | -$4.45K | 0.01% | 491 |
|
|
2022
Q1 | $263K | Sell |
1,951
-318
| -14% | -$42.9K | 0.02% | 456 |
|
|
2021
Q4 | $337K | Buy |
+2,269
| New | +$337K | 0.02% | 415 |
|
|
2021
Q2 | – | Sell |
-1,010
| Closed | -$142K | – | 1741 |
|
|
2021
Q1 | $142K | Buy |
+1,010
| New | +$142K | 0.01% | 568 |
|
|
2019
Q1 | – | Sell |
-42
| Closed | -$6K | – | 1279 |
|
|
2018
Q4 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 904 |
|
|
2018
Q1 | – | Sell |
-2,614
| Closed | -$356K | – | 1243 |
|
|
2017
Q4 | $356K | Buy |
+2,614
| New | +$356K | 0.09% | 123 |
|