Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,816
| Closed | -$116K | – | 236 |
|
|
2021
Q4 | $116K | Sell |
3,816
-1,502
| -28% | -$45.7K | 0.05% | 74 |
|
|
2021
Q3 | $163K | Sell |
5,318
-5,337
| -50% | -$164K | 0.07% | 63 |
|
|
2021
Q2 | $326K | Hold |
10,655
| – | – | 0.16% | 49 |
|
|
2021
Q1 | $327K | Sell |
10,655
-850
| -7% | -$26.1K | 0.19% | 44 |
|
|
2020
Q4 | $353K | Buy |
+11,505
| New | +$353K | 0.22% | 40 |
|