YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-80
| Closed | -$11K | – | 597 |
|
|
2019
Q2 | $11K | Hold |
80
| – | – | ﹤0.01% | 542 |
|
|
2019
Q1 | $10K | Hold |
80
| – | – | ﹤0.01% | 596 |
|
|
2018
Q4 | $10K | Hold |
80
| – | – | 0.01% | 576 |
|
|
2018
Q3 | $9K | Hold |
80
| – | – | ﹤0.01% | 612 |
|
|
2018
Q2 | $10K | Hold |
80
| – | – | ﹤0.01% | 617 |
|
|
2018
Q1 | $10K | Hold |
80
| – | – | ﹤0.01% | 619 |
|
|
2017
Q4 | $10K | Hold |
80
| – | – | ﹤0.01% | 630 |
|
|
2017
Q3 | $10K | Hold |
80
| – | – | 0.01% | 639 |
|
|
2017
Q2 | $10K | Hold |
80
| – | – | 0.01% | 631 |
|
|
2017
Q1 | $10K | Hold |
80
| – | – | 0.01% | 621 |
|
|
2016
Q4 | $10K | Buy |
+80
| New | +$10K | 0.01% | 594 |
|