Arkadios Wealth Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30,483
| Closed | -$797K | – | 753 |
|
|
2023
Q3 | $797K | Buy |
30,483
+12,268
| +67% | +$321K | 0.08% | 247 |
|
|
2023
Q2 | $545K | Buy |
+18,215
| New | +$545K | 0.06% | 278 |
|
|
2021
Q4 | – | Sell |
-825
| Closed | -$34K | – | 1610 |
|
|
2021
Q3 | $34K | Hold |
825
| – | – | ﹤0.01% | 1024 |
|
|
2021
Q2 | $34K | Buy |
+825
| New | +$34K | ﹤0.01% | 1075 |
|