AWA
Acorn Wealth Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,691
| Closed | -$201K | – | 240 |
|
|
2024
Q4 | $201K | Sell |
7,691
-3,827
| -33% | -$100K | 0.08% | 231 |
|
|
2024
Q3 | $335K | Buy |
+11,518
| New | +$335K | 0.14% | 149 |
|
|
2024
Q2 | – | Sell |
-8,829
| Closed | -$247K | – | 209 |
|
|
2024
Q1 | $247K | Sell |
8,829
-3,538
| -29% | -$98.9K | 0.13% | 168 |
|
|
2023
Q4 | $359K | Buy |
12,367
+2,055
| +20% | +$59.6K | 0.21% | 103 |
|
|
2023
Q3 | $270K | Buy |
+10,312
| New | +$270K | 0.18% | 132 |
|