Accel Wealth Management’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-555
| Closed | -$17.1K | – | 762 |
|
|
2023
Q1 | $17.1K | Sell |
555
-140
| -20% | -$4.32K | 0.01% | 755 |
|
|
2022
Q4 | $20.2K | Hold |
695
| – | – | 0.01% | 544 |
|
|
2022
Q3 | $21K | Sell |
695
-112
| -14% | -$3.38K | 0.01% | 548 |
|
|
2022
Q2 | $27K | Hold |
807
| – | – | 0.02% | 471 |
|
|
2022
Q1 | $30K | Hold |
807
| – | – | 0.02% | 467 |
|
|
2021
Q4 | $34K | Hold |
807
| – | – | 0.02% | 457 |
|
|
2021
Q3 | $33K | Hold |
807
| – | – | 0.02% | 401 |
|
|
2021
Q2 | $33K | Sell |
807
-501
| -38% | -$20.5K | 0.02% | 421 |
|
|
2021
Q1 | $51K | Sell |
1,308
-1,211
| -48% | -$47.2K | 0.04% | 312 |
|
|
2020
Q4 | $114K | Buy |
+2,519
| New | +$114K | 0.11% | 187 |
|