C1AG
Client 1st Advisory Group’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,482
| Closed | -$268K | – | 76 |
|
|
2021
Q2 | $268K | Sell |
6,482
-13,424
| -67% | -$555K | 0.14% | 58 |
|
|
2021
Q1 | $776K | Sell |
19,906
-6,394
| -24% | -$249K | 0.44% | 31 |
|
|
2020
Q4 | $1.14M | Buy |
26,300
+1,533
| +6% | +$66.7K | 0.74% | 18 |
|
|
2020
Q3 | $1.11M | Sell |
24,767
-6,713
| -21% | -$300K | 0.77% | 19 |
|
|
2020
Q2 | $1.52M | Sell |
31,480
-14,881
| -32% | -$719K | 1.26% | 20 |
|
|
2020
Q1 | $2.19M | Buy |
46,361
+1,744
| +4% | +$82.4K | 2.31% | 9 |
|
|
2019
Q4 | $1.73M | Buy |
+44,617
| New | +$1.73M | 1.71% | 16 |
|