Cornerstone Wealth Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,068
| Closed | -$236K | – | 524 |
|
|
2023
Q1 | $236K | Buy |
+8,068
| New | +$236K | 0.02% | 414 |
|
|
2022
Q3 | $232K | Sell |
8,036
-8,520
| -51% | -$246K | 0.03% | 396 |
|
|
2022
Q2 | $488K | Buy |
16,556
+7,712
| +87% | +$227K | 0.05% | 262 |
|
|
2022
Q1 | $262K | Buy |
8,844
+761
| +9% | +$22.5K | 0.03% | 394 |
|
|
2021
Q4 | $244K | Buy |
+8,083
| New | +$244K | 0.02% | 450 |
|