Clear Creek Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-18,734
| Closed | -$567K | – | 370 |
|
|
2022
Q1 | $567K | Sell |
18,734
-880
| -4% | -$26.6K | 0.09% | 173 |
|
|
2021
Q4 | $629K | Sell |
19,614
-4,569
| -19% | -$147K | 0.09% | 165 |
|
|
2021
Q3 | $781K | Sell |
24,183
-203
| -0.8% | -$6.56K | 0.13% | 152 |
|
|
2021
Q2 | $790K | Buy |
+24,386
| New | +$790K | 0.12% | 145 |
|
|
2021
Q1 | – | Sell |
-32,239
| Closed | -$1.07M | – | 230 |
|
|
2020
Q4 | $1.07M | Buy |
+32,239
| New | +$1.07M | 0.21% | 109 |
|
|
2020
Q3 | – | Sell |
-177,235
| Closed | -$5.89M | – | 242 |
|
|
2020
Q2 | $5.89M | Buy |
177,235
+155,680
| +722% | +$5.17M | 1.53% | 15 |
|
|
2020
Q1 | $712K | Buy |
+21,555
| New | +$712K | 0.27% | 55 |
|
|
2019
Q4 | – | Sell |
-7,795
| Closed | -$242K | – | 150 |
|
|
2019
Q3 | $242K | Buy |
+7,795
| New | +$242K | 0.12% | 105 |
|