CWA
Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-940
| Closed | -$27.2K | – | 712 |
|
|
2022
Q4 | $27.2K | Sell |
940
-620
| -40% | -$17.9K | 0.02% | 213 |
|
|
2022
Q3 | $45K | Sell |
1,560
-890
| -36% | -$25.7K | 0.04% | 174 |
|
|
2022
Q2 | $72K | Sell |
2,450
-4,090
| -63% | -$120K | 0.05% | 151 |
|
|
2022
Q1 | $194K | Sell |
6,540
-35,409
| -84% | -$1.05M | 0.13% | 88 |
|
|
2021
Q4 | $1.28M | Sell |
41,949
-25,144
| -37% | -$765K | 0.78% | 28 |
|
|
2021
Q3 | $2.06M | Sell |
67,093
-23,259
| -26% | -$712K | 1.3% | 17 |
|
|
2021
Q2 | $2.77M | Sell |
90,352
-25,184
| -22% | -$772K | 1.71% | 11 |
|
|
2021
Q1 | $3.54M | Sell |
115,536
-11,762
| -9% | -$361K | 2.3% | 8 |
|
|
2020
Q4 | $3.91M | Buy |
+127,298
| New | +$3.91M | 2.63% | 9 |
|