AFWM
AMJ Financial Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Buy |
+21,549
| New | +$631K | 0.16% | 58 |
|
|
2024
Q2 | – | Sell |
-9,281
| Closed | -$268K | – | 81 |
|
|
2024
Q1 | $268K | Sell |
9,281
-2,647
| -22% | -$76.5K | 0.09% | 69 |
|
|
2023
Q4 | $346K | Sell |
11,928
-15,254
| -56% | -$443K | 0.15% | 60 |
|
|
2023
Q3 | $781K | Sell |
27,182
-7,478
| -22% | -$215K | 0.36% | 43 |
|
|
2023
Q2 | $998K | Sell |
34,660
-523,519
| -94% | -$15.1M | 0.44% | 44 |
|
|
2023
Q1 | $16.3M | Buy |
558,179
+539,132
| +2,831% | +$15.8M | 10.5% | 1 |
|
|
2022
Q4 | $550K | Sell |
19,047
-178
| -0.9% | -$5.14K | 0.33% | 36 |
|
|
2022
Q3 | $556K | Sell |
19,225
-1,033
| -5% | -$29.9K | 0.36% | 34 |
|
|
2022
Q2 | $597K | Buy |
20,258
+798
| +4% | +$23.5K | 0.5% | 31 |
|
|
2022
Q1 | $577K | Sell |
19,460
-150
| -0.8% | -$4.45K | 0.23% | 54 |
|
|
2021
Q4 | $597K | Buy |
19,610
+7,978
| +69% | +$243K | 0.22% | 59 |
|
|
2021
Q3 | $356K | Sell |
11,632
-12,347
| -51% | -$378K | 0.15% | 75 |
|
|
2021
Q2 | $735K | Buy |
23,979
+11,873
| +98% | +$364K | 0.32% | 54 |
|
|
2021
Q1 | $371K | Sell |
12,106
-2,018
| -14% | -$61.8K | 0.18% | 63 |
|
|
2020
Q4 | $434K | Sell |
14,124
-206,978
| -94% | -$6.36M | 0.22% | 62 |
|
|
2020
Q3 | $6.79M | Buy |
221,102
+195,007
| +747% | +$5.99M | 4% | 3 |
|
|
2020
Q2 | $802K | Sell |
26,095
-284,689
| -92% | -$8.75M | 0.55% | 38 |
|
|
2020
Q1 | $9.55M | Buy |
310,784
+181,284
| +140% | +$5.57M | 16.57% | 1 |
|
|
2019
Q4 | $3.88M | Buy |
+129,500
| New | +$3.88M | 2.73% | 15 |
|