Castleview Partners’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,792
| Closed | -$50K | – | 508 |
|
|
2024
Q4 | $50K | Buy |
1,792
+149
| +9% | +$4.16K | 0.03% | 339 |
|
|
2024
Q3 | $47.7K | Buy |
1,643
+590
| +56% | +$17.1K | 0.03% | 327 |
|
|
2024
Q2 | $29.5K | Sell |
1,053
-926
| -47% | -$25.9K | 0.02% | 393 |
|
|
2024
Q1 | $55.8K | Sell |
1,979
-190
| -9% | -$5.35K | 0.03% | 339 |
|
|
2023
Q4 | $61.9K | Buy |
2,169
+1,915
| +754% | +$54.7K | 0.04% | 265 |
|
|
2023
Q3 | $6.99K | Sell |
254
-94
| -27% | -$2.59K | 0.01% | 450 |
|
|
2023
Q2 | $9.85K | Sell |
348
-315
| -48% | -$8.91K | 0.01% | 436 |
|
|
2023
Q1 | $19.2K | Sell |
663
-370
| -36% | -$10.7K | 0.02% | 351 |
|
|
2022
Q4 | $29.2K | Sell |
1,033
-1,439
| -58% | -$40.6K | 0.03% | 273 |
|
|
2022
Q3 | $70K | Buy |
2,472
+2,423
| +4,945% | +$68.6K | 0.07% | 201 |
|
|
2022
Q2 | $2.85K | Sell |
49
-114
| -70% | -$6.63K | ﹤0.01% | 607 |
|
|
2022
Q1 | $4K | Sell |
163
-52,655
| -100% | -$1.29M | ﹤0.01% | 596 |
|
|
2021
Q4 | $1.65K | Buy |
+52,818
| New | +$1.65K | 0.01% | 310 |
|
|
2021
Q2 | $31K | Buy |
+969
| New | +$31K | 0.01% | 492 |
|