WR Wealth Planners’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 | $147K | Sell |
1,685
-1,892
| -53% | -$165K | 0.05% | 185 |
|
|
2024
Q3 | $351K | Buy |
3,577
+47
| +1% | +$4.61K | 0.1% | 130 |
|
|
2024
Q2 | $324K | Sell |
3,530
-100
| -3% | -$9.18K | 0.1% | 123 |
|
|
2024
Q1 | $343K | Sell |
3,630
-1,403
| -28% | -$133K | 0.11% | 127 |
|
|
2023
Q4 | $498K | Sell |
5,033
-948
| -16% | -$93.7K | 0.19% | 102 |
|
|
2023
Q3 | $530K | Buy |
5,981
+4,670
| +356% | +$414K | 0.2% | 80 |
|
|
2023
Q2 | $135K | Buy |
1,311
+22
| +2% | +$2.27K | 0.05% | 209 |
|
|
2023
Q1 | $137K | Sell |
1,289
-11
| -0.8% | -$1.17K | 0.06% | 198 |
|
|
2022
Q4 | $129K | Buy |
1,300
+370
| +40% | +$36.8K | 0.08% | 121 |
|
|
2022
Q3 | $95.3K | Buy |
930
+82
| +10% | +$8.4K | 0.07% | 126 |
|
|
2022
Q2 | $97.4K | Sell |
848
-220
| -21% | -$25.3K | 0.06% | 130 |
|
|
2022
Q1 | $141K | Buy |
+1,068
| New | +$141K | 0.08% | 115 |
|