Clear Perspectives Financial Planning’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 |
-6,445
| Closed | -$195K | – | 226 |
|
|
2022
Q1 | $195K | Sell |
6,445
-3,198
| -33% | -$96.8K | 0.07% | 51 |
|
|
2021
Q4 | $309K | Sell |
9,643
-965
| -9% | -$30.9K | 0.12% | 49 |
|
|
2021
Q3 | $343K | Sell |
10,608
-2,488
| -19% | -$80.4K | 0.16% | 48 |
|
|
2021
Q2 | $424K | Sell |
13,096
-1,819
| -12% | -$58.9K | 0.2% | 44 |
|
|
2021
Q1 | $478K | Sell |
14,915
-113,300
| -88% | -$3.63M | 0.28% | 36 |
|
|
2020
Q4 | $4.24M | Buy |
+128,215
| New | +$4.24M | 2.69% | 13 |
|