WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-58
| Closed | -$8K | – | 1686 |
|
|
2016
Q1 | $8K | Buy |
58
+27
| +87% | +$3.72K | ﹤0.01% | 1103 |
|
|
2015
Q4 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 1278 |
|
|
2014
Q1 | – | Sell |
-20
| Closed | -$2K | – | 2207 |
|
|
2013
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 1988 |
|
|
2013
Q3 | $3K | Buy |
20
+1
| +5% | +$150 | ﹤0.01% | 1869 |
|
|
2013
Q2 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 1869 |
|