Brendel Financial Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20,120
| Closed | -$582K | – | 39 |
|
|
2022
Q3 | $582K | Hold |
20,120
| – | – | 1.38% | 26 |
|
|
2022
Q2 | $593K | Sell |
20,120
-21,328
| -51% | -$629K | 0.52% | 49 |
|
|
2022
Q1 | $1.23M | Hold |
41,448
| – | – | 0.67% | 46 |
|
|
2021
Q4 | $1.26M | Sell |
41,448
-16,200
| -28% | -$493K | 0.65% | 48 |
|
|
2021
Q3 | $1.77M | Hold |
57,648
| – | – | 2.11% | 22 |
|
|
2021
Q2 | $1.77M | Buy |
+57,648
| New | +$1.77M | 0.97% | 40 |
|