Cassady Schiller Wealth Management’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
2023
Q4
Sell
-1,847
Closed -$53K 458
2023
Q3
$53K Hold
1,847
0.03% 191
2023
Q2
$53.2K Hold
1,847
0.03% 186
2023
Q1
$54K Hold
1,847
0.03% 188
2022
Q4
$53.4K Buy
+1,847
New +$53.4K 0.03% 187