CWG
Cornerstone Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-99,703
| Closed | -$2.61M | – | 298 |
|
|
2024
Q4 | $2.61M | Sell |
99,703
-1,568
| -2% | -$41.1K | 0.21% | 102 |
|
|
2024
Q3 | $2.94M | Sell |
101,271
-512
| -0.5% | -$14.9K | 0.24% | 95 |
|
|
2024
Q2 | $2.77M | Sell |
101,783
-81
| -0.1% | -$2.21K | 0.25% | 92 |
|
|
2024
Q1 | $2.85M | Sell |
101,864
-3,089
| -3% | -$86.3K | 0.26% | 89 |
|
|
2023
Q4 | $3.05M | Sell |
104,953
-298,153
| -74% | -$8.65M | 0.44% | 65 |
|
|
2023
Q3 | $10.5M | Buy |
403,106
+330,335
| +454% | +$8.64M | 1.87% | 11 |
|
|
2023
Q2 | $2.18M | Buy |
72,771
+2,865
| +4% | +$85.7K | 0.39% | 78 |
|
|
2023
Q1 | $2.16M | Buy |
69,906
+12,029
| +21% | +$371K | 0.38% | 86 |
|
|
2022
Q4 | $1.68M | Buy |
+57,877
| New | +$1.68M | 0.32% | 76 |
|