Beam Wealth Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,865
| Closed | -$272K | – | 136 |
|
|
2021
Q3 | $272K | Hold |
8,865
| – | – | 0.23% | 107 |
|
|
2021
Q2 | $272K | Buy |
8,865
+269
| +3% | +$8.25K | 0.23% | 106 |
|
|
2021
Q1 | $264K | Buy |
8,596
+200
| +2% | +$6.14K | 0.24% | 107 |
|
|
2020
Q4 | $258K | Buy |
8,396
+1,500
| +22% | +$46.1K | 0.24% | 98 |
|
|
2020
Q3 | $212K | Buy |
+6,896
| New | +$212K | 0.2% | 117 |
|