AWS
AJ Wealth Strategies’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-10,370
| Closed | -$403K | – | 194 |
|
2019
Q4 | $403K | Hold |
10,370
| – | – | 0.05% | 83 |
|
2019
Q3 | $425K | Hold |
10,370
| – | – | 0.06% | 77 |
|
2019
Q2 | $396K | Hold |
10,370
| – | – | 0.06% | 74 |
|
2019
Q1 | $377K | Hold |
10,370
| – | – | 0.06% | 76 |
|
2018
Q4 | $363K | Hold |
10,370
| – | – | 0.07% | 69 |
|
2018
Q3 | $351K | Hold |
10,370
| – | – | 0.06% | 78 |
|
2018
Q2 | $363K | Buy |
10,370
+1,846
| +22% | +$64.6K | 0.07% | 71 |
|
2018
Q1 | $299K | Buy |
+8,524
| New | +$299K | 0.07% | 73 |
|