Beaumont Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-30,626
| Closed | -$1.38M | – | 361 |
|
|
2020
Q4 | $1.38M | Buy |
+30,626
| New | +$1.38M | 0.12% | 116 |
|
|
2020
Q3 | – | Sell |
-34,751
| Closed | -$1.63M | – | 315 |
|
|
2020
Q2 | $1.63M | Buy |
+34,751
| New | +$1.63M | 0.17% | 98 |
|
|
2020
Q1 | – | Sell |
-46,168
| Closed | -$1.8M | – | 282 |
|
|
2019
Q4 | $1.8M | Sell |
46,168
-17,577
| -28% | -$683K | 0.18% | 98 |
|
|
2019
Q3 | $2.62M | Sell |
63,745
-24,180
| -28% | -$992K | 0.26% | 83 |
|
|
2019
Q2 | $3.36M | Buy |
87,925
+10,817
| +14% | +$413K | 0.35% | 70 |
|
|
2019
Q1 | $2.81M | Buy |
+77,108
| New | +$2.81M | 0.3% | 74 |
|