CWM
Comprehensive Wealth Management’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,096,694
| Closed | -$46.2M | – | 40 |
|
|
2021
Q4 | $46.2M | Buy |
1,096,694
+715,905
| +188% | +$30.2M | 34.02% | 1 |
|
|
2021
Q3 | $15.7M | Buy |
380,789
+51,415
| +16% | +$2.12M | 14.96% | 3 |
|
|
2021
Q2 | $13.6M | Buy |
329,374
+68,633
| +26% | +$2.83M | 13.69% | 3 |
|
|
2021
Q1 | $10.2M | Sell |
260,741
-644,216
| -71% | -$25.1M | 12.36% | 4 |
|
|
2020
Q4 | $40.8M | Buy |
+904,957
| New | +$40.8M | 37.19% | 1 |
|