WCA
Westover Capital Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,997
| Closed | -$888K | – | 123 |
|
|
2017
Q4 | $888K | Sell |
6,997
-15,702
| -69% | -$1.99M | 0.49% | 64 |
|
|
2017
Q3 | $2.83M | Buy |
22,699
+476
| +2% | +$59.4K | 1.67% | 19 |
|
|
2017
Q2 | $2.78M | Buy |
22,223
+558
| +3% | +$69.8K | 1.83% | 18 |
|
|
2017
Q1 | $2.62M | Buy |
21,665
+919
| +4% | +$111K | 1.74% | 25 |
|
|
2016
Q4 | $2.47M | Sell |
20,746
-16,036
| -44% | -$1.91M | 1.77% | 21 |
|
|
2016
Q3 | $5.06M | Buy |
36,782
+628
| +2% | +$86.4K | 3.76% | 1 |
|
|
2016
Q2 | $5.02M | Buy |
36,154
+6,413
| +22% | +$891K | 4.12% | 1 |
|
|
2016
Q1 | $3.88M | Buy |
29,741
+4,965
| +20% | +$648K | 3.28% | 6 |
|
|
2015
Q4 | $2.99M | Sell |
24,776
-177
| -0.7% | -$21.3K | 2.49% | 11 |
|
|
2015
Q3 | $3.08M | Buy |
24,953
+5,583
| +29% | +$690K | 2.65% | 9 |
|
|
2015
Q2 | $2.28M | Buy |
+19,370
| New | +$2.28M | 1.81% | 20 |
|