AWMNH
Arcadia Wealth Management (New Hampshire)’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,754
| Closed | -$225K | – | 65 |
|
|
2024
Q3 | $225K | Sell |
7,754
-459,933
| -98% | -$13.4M | 0.12% | 58 |
|
|
2024
Q2 | $13.1M | Buy |
467,687
+4,661
| +1% | +$131K | 7.48% | 4 |
|
|
2024
Q1 | $13.1M | Sell |
463,026
-111,699
| -19% | -$3.15M | 8.04% | 5 |
|
|
2023
Q4 | $16.4M | Buy |
574,725
+8,670
| +2% | +$248K | 11.4% | 2 |
|
|
2023
Q3 | $15.6M | Buy |
566,055
+11,140
| +2% | +$307K | 12.16% | 1 |
|
|
2023
Q2 | $15.7M | Buy |
+554,915
| New | +$15.7M | 11.58% | 1 |
|