WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $41.5K | Sell |
417
-2,628
| -86% | -$262K | 0.01% | 337 |
|
|
2024
Q3 | $333K | Buy |
3,045
+204
| +7% | +$22.3K | 0.09% | 136 |
|
|
2024
Q2 | $292K | Sell |
2,841
-38
| -1% | -$3.9K | 0.09% | 134 |
|
|
2024
Q1 | $302K | Buy |
2,879
+169
| +6% | +$17.8K | 0.09% | 136 |
|
|
2023
Q4 | $293K | Buy |
2,710
+2,610
| +2,610% | +$283K | 0.11% | 145 |
|
|
2023
Q3 | $9.85K | Sell |
100
-2,649
| -96% | -$261K | ﹤0.01% | 566 |
|
|
2023
Q2 | $305K | Sell |
2,749
-63
| -2% | -$6.98K | 0.12% | 131 |
|
|
2023
Q1 | $322K | Buy |
2,812
+1,169
| +71% | +$134K | 0.14% | 119 |
|
|
2022
Q4 | $178K | Buy |
1,643
+877
| +114% | +$94.9K | 0.11% | 114 |
|
|
2022
Q3 | $83.5K | Buy |
766
+102
| +15% | +$11.1K | 0.06% | 136 |
|
|
2022
Q2 | $79.8K | Buy |
664
+222
| +50% | +$26.7K | 0.05% | 142 |
|
|
2022
Q1 | $59.5K | Buy |
+442
| New | +$59.5K | 0.04% | 160 |
|