Cardinal Strategic Wealth Guidance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,892
| Closed | -$287K | – | 67 |
|
|
2023
Q4 | $287K | Buy |
9,892
+1,752
| +22% | +$50.9K | 0.11% | 54 |
|
|
2023
Q3 | $234K | Hold |
8,140
| – | – | 0.11% | 57 |
|
|
2023
Q2 | $234K | Hold |
8,140
| – | – | 0.1% | 57 |
|
|
2023
Q1 | $238K | Buy |
8,140
+754
| +10% | +$22K | 0.11% | 57 |
|
|
2022
Q4 | $213K | Sell |
7,386
-2,635
| -26% | -$76.1K | 0.1% | 66 |
|
|
2022
Q3 | $290K | Buy |
10,021
+102
| +1% | +$2.95K | 0.15% | 49 |
|
|
2022
Q2 | $292K | Buy |
+9,919
| New | +$292K | 0.15% | 52 |
|