BWA
Blodgett Wealth Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,721
| Closed | -$568K | – | 65 |
|
|
2023
Q2 | $568K | Hold |
19,721
| – | – | 0.59% | 33 |
|
|
2023
Q1 | $576K | Hold |
19,721
| – | – | 0.67% | 34 |
|
|
2022
Q4 | $570K | Hold |
19,721
| – | – | 0.69% | 32 |
|
|
2022
Q3 | $570K | Hold |
19,721
| – | – | 0.68% | 32 |
|
|
2022
Q2 | $581K | Hold |
19,721
| – | – | 0.64% | 34 |
|
|
2022
Q1 | $585K | Hold |
19,721
| – | – | 0.49% | 42 |
|
|
2021
Q4 | $600K | Buy |
+19,721
| New | +$600K | 0.47% | 46 |
|