BAM
Bruderman Asset Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,088
| Closed | -$215K | – | 95 |
|
|
2021
Q4 | $215K | Sell |
7,088
-6,060
| -46% | -$184K | 0.16% | 98 |
|
|
2021
Q3 | $403K | Buy |
+13,148
| New | +$403K | 0.1% | 88 |
|
|
2021
Q2 | – | Sell |
-141,452
| Closed | -$4.34M | – | 112 |
|
|
2021
Q1 | $4.34M | Sell |
141,452
-124,157
| -47% | -$3.81M | 1.21% | 29 |
|
|
2020
Q4 | $8.16M | Sell |
265,609
-434,812
| -62% | -$13.4M | 2.37% | 12 |
|
|
2020
Q3 | $21.5M | Sell |
700,421
-91,875
| -12% | -$2.82M | 7.06% | 1 |
|
|
2020
Q2 | $24.3M | Sell |
792,296
-399,962
| -34% | -$12.3M | 8.05% | 1 |
|
|
2020
Q1 | $36.6M | Buy |
+1,192,258
| New | +$36.6M | 14.49% | 1 |
|