Balboa Wealth Partners’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,033
| Closed | -$287K | – | 314 |
|
|
2023
Q4 | $287K | Buy |
+10,033
| New | +$287K | 0.1% | 167 |
|
|
2023
Q2 | – | Sell |
-8,134
| Closed | -$235K | – | 337 |
|
|
2023
Q1 | $235K | Sell |
8,134
-5,593
| -41% | -$162K | 0.09% | 197 |
|
|
2022
Q4 | $388K | Sell |
13,727
-1,753
| -11% | -$49.5K | 0.17% | 131 |
|
|
2022
Q3 | $435K | Buy |
+15,480
| New | +$435K | 0.19% | 99 |
|