Affinity Wealth Management’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,544
| Closed | -$458K | – | 63 |
|
|
2020
Q1 | $458K | Sell |
9,544
-1,867
| -16% | -$89.6K | 0.27% | 35 |
|
|
2019
Q4 | $444K | Sell |
11,411
-193
| -2% | -$7.51K | 0.16% | 63 |
|
|
2019
Q3 | $476K | Buy |
11,604
+490
| +4% | +$20.1K | 0.19% | 60 |
|
|
2019
Q2 | $424K | Sell |
11,114
-355
| -3% | -$13.5K | 0.17% | 66 |
|
|
2019
Q1 | $417K | Sell |
11,469
-1,650
| -13% | -$60K | 0.17% | 69 |
|
|
2018
Q4 | $460K | Buy |
+13,119
| New | +$460K | 0.28% | 55 |
|
|
2015
Q3 | – | Sell |
-21,142
| Closed | -$722K | – | 49 |
|
|
2015
Q2 | $722K | Sell |
21,142
-122,034
| -85% | -$4.17M | 0.47% | 17 |
|
|
2015
Q1 | $5.39M | Buy |
+143,176
| New | +$5.39M | 3.17% | 13 |
|