Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-51,964
| Closed | -$1.79M | – | 399 |
|
|
2017
Q1 | $1.79M | Hold |
51,964
| – | – | 0.4% | 59 |
|
|
2016
Q4 | $1.79M | Sell |
51,964
-1,394
| -3% | -$48K | 0.4% | 56 |
|
|
2016
Q3 | $2.11M | Buy |
53,358
+45,680
| +595% | +$1.81M | 0.26% | 92 |
|
|
2016
Q2 | $305K | Sell |
7,678
-24,134
| -76% | -$959K | 0.04% | 456 |
|
|
2016
Q1 | $1.2M | Sell |
31,812
-14,390
| -31% | -$542K | 0.16% | 166 |
|
|
2015
Q4 | $1.62M | Buy |
46,202
+15,568
| +51% | +$545K | 0.22% | 117 |
|
|
2015
Q3 | $1.1M | Buy |
+30,634
| New | +$1.1M | 0.15% | 172 |
|