White Pine Investment Company’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
Q4 | – | Sell |
-26,463
| Closed | -$2.6M | – | 69 |
|
|
2024
Q3 | $2.6M | Buy |
26,463
+1,206
| +5% | +$118K | 0.71% | 46 |
|
|
2024
Q2 | $2.32M | Buy |
25,257
+88
| +0.3% | +$8.08K | 0.68% | 44 |
|
|
2024
Q1 | $2.38M | Buy |
25,169
+1,729
| +7% | +$164K | 0.7% | 44 |
|
|
2023
Q4 | $2.32M | Buy |
23,440
+8,364
| +55% | +$827K | 0.75% | 43 |
|
|
2023
Q3 | $1.34M | Buy |
+15,076
| New | +$1.34M | 0.47% | 45 |
|