AWMS
Advocacy Wealth Management Services’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,919
| Closed | -$258K | – | 55 |
|
|
2024
Q1 | $258K | Sell |
8,919
-6,557
| -42% | -$190K | 0.02% | 54 |
|
|
2023
Q4 | $450K | Buy |
15,476
+1,699
| +12% | +$49.4K | 0.04% | 47 |
|
|
2023
Q3 | $396K | Hold |
13,777
| – | – | 0.04% | 33 |
|
|
2023
Q2 | $397K | Sell |
13,777
-5,332
| -28% | -$154K | 0.05% | 32 |
|
|
2023
Q1 | $559K | Buy |
19,109
+775
| +4% | +$22.7K | 0.07% | 31 |
|
|
2022
Q4 | $530K | Sell |
18,334
-2,877
| -14% | -$83.1K | 0.07% | 33 |
|
|
2022
Q3 | $614K | Buy |
+21,211
| New | +$614K | 0.09% | 29 |
|