CPA
Clear Perspective Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-424,608
| Closed | -$13M | – | 160 |
|
|
2020
Q4 | $13M | Buy |
424,608
+20,736
| +5% | +$637K | 5.33% | 3 |
|
|
2020
Q3 | $656 | Buy |
403,872
+17,407
| +5% | +$28 | 0.31% | 60 |
|
|
2020
Q2 | $11.9M | Buy |
386,465
+77,746
| +25% | +$2.39M | 6.48% | 4 |
|
|
2020
Q1 | $9.48M | Buy |
+308,719
| New | +$9.48M | 6.33% | 4 |
|