Colton Groome Financial Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,491
| Closed | -$379K | – | 130 |
|
|
2023
Q3 | $379K | Sell |
14,491
-992
| -6% | -$25.9K | 0.19% | 78 |
|
|
2023
Q2 | $463K | Sell |
15,483
-9,978
| -39% | -$298K | 0.22% | 77 |
|
|
2023
Q1 | $786K | Sell |
25,461
-10,286
| -29% | -$318K | 0.37% | 58 |
|
|
2022
Q4 | $1.04M | Sell |
35,747
-6,626
| -16% | -$192K | 0.51% | 43 |
|
|
2022
Q3 | $1.26M | Buy |
42,373
+6,888
| +19% | +$204K | 0.64% | 38 |
|
|
2022
Q2 | $1.17M | Sell |
35,485
-36,908
| -51% | -$1.22M | 0.59% | 34 |
|
|
2022
Q1 | $2.74M | Buy |
72,393
+17,307
| +31% | +$655K | 1.27% | 24 |
|
|
2021
Q4 | $2.32M | Buy |
+55,086
| New | +$2.32M | 0.94% | 32 |
|