WR Wealth Planners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $147K | Sell |
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|
2024
Q3 | $351K | Buy |
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|
2024
Q2 | $324K | Sell |
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|
2024
Q1 | $343K | Sell |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $530K | Buy |
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|
2023
Q2 | $135K | Buy |
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|
2023
Q1 | $137K | Sell |
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|
2022
Q4 | $129K | Buy |
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|
2022
Q3 | $95.3K | Buy |
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|
2022
Q2 | $97.4K | Sell |
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|
2022
Q1 | $141K | Buy |
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