Balboa Wealth Partners’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
Q3 | – | Sell |
-13,582
| Closed | -$370K | – | 369 |
|
|
2024
Q2 | $370K | Buy |
+13,582
| New | +$370K | 0.1% | 161 |
|
|
2023
Q2 | – | Sell |
-7,626
| Closed | -$235K | – | 338 |
|
|
2023
Q1 | $235K | Sell |
7,626
-1,729
| -18% | -$53.4K | 0.09% | 196 |
|
|
2022
Q4 | $272K | Buy |
9,355
+1,849
| +25% | +$53.7K | 0.12% | 170 |
|
|
2022
Q3 | $222K | Buy |
+7,506
| New | +$222K | 0.1% | 182 |
|