Capital Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28,197
| Closed | -$819K | – | 73 |
|
|
2022
Q4 | $819K | Buy |
+28,197
| New | +$819K | 0.36% | 49 |
|
|
2022
Q1 | – | Sell |
-72,264
| Closed | -$3.05M | – | 72 |
|
|
2021
Q4 | $3.05M | Buy |
72,264
+59,162
| +452% | +$2.49M | 1.13% | 26 |
|
|
2021
Q3 | $541K | Sell |
13,102
-1,813
| -12% | -$74.9K | 0.22% | 48 |
|
|
2021
Q2 | $616K | Buy |
+14,915
| New | +$616K | 0.26% | 45 |
|