Accurate Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,612
| Closed | -$361K | – | 293 |
|
|
2023
Q3 | $361K | Buy |
12,612
+1,381
| +12% | +$39.6K | 0.11% | 170 |
|
|
2023
Q2 | $324K | Buy |
11,231
+1,331
| +13% | +$38.4K | 0.1% | 191 |
|
|
2023
Q1 | $289K | Sell |
9,900
-5,063
| -34% | -$148K | 0.1% | 192 |
|
|
2022
Q4 | $434K | Sell |
14,963
-13,190
| -47% | -$383K | 0.16% | 115 |
|
|
2022
Q3 | $1.05M | Buy |
28,153
+7,158
| +34% | +$266K | 0.44% | 52 |
|
|
2022
Q2 | $618K | Sell |
20,995
-4,520
| -18% | -$133K | 0.34% | 64 |
|
|
2022
Q1 | $756K | Buy |
25,515
+17,919
| +236% | +$531K | 0.34% | 66 |
|
|
2021
Q4 | $228K | Hold |
7,596
| – | – | 0.19% | 127 |
|
|
2021
Q3 | $228K | Buy |
+7,596
| New | +$228K | 0.2% | 125 |
|