AMJ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-596,287
| Closed | -$17.3M | – | 96 |
|
|
2024
Q3 | $17.3M | Buy |
+596,287
| New | +$17.3M | 4.97% | 1 |
|
|
2023
Q2 | – | Sell |
-146,000
| Closed | -$4.51M | – | 83 |
|
|
2023
Q1 | $4.51M | Buy |
146,000
+15,546
| +12% | +$480K | 2.9% | 14 |
|
|
2022
Q4 | $3.79M | Sell |
130,454
-3,498
| -3% | -$102K | 2.24% | 19 |
|
|
2022
Q3 | $3.97M | Buy |
133,952
+4,088
| +3% | +$121K | 2.58% | 17 |
|
|
2022
Q2 | $4.3M | Sell |
129,864
-59,293
| -31% | -$1.96M | 3.63% | 11 |
|
|
2022
Q1 | $7.15M | Buy |
+189,157
| New | +$7.15M | 2.87% | 13 |
|