DWP
Destiny Wealth Partners’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,038
| Closed | -$30K | – | 579 |
|
|
2022
Q4 | $30K | Buy |
1,038
+319
| +44% | +$9.22K | 0.01% | 354 |
|
|
2022
Q3 | $21K | Hold |
719
| – | – | ﹤0.01% | 349 |
|
|
2022
Q2 | $21K | Hold |
719
| – | – | ﹤0.01% | 353 |
|
|
2022
Q1 | $21K | Hold |
719
| – | – | ﹤0.01% | 381 |
|
|
2021
Q4 | $22K | Sell |
719
-2,673
| -79% | -$81.8K | ﹤0.01% | 386 |
|
|
2021
Q3 | $104K | Sell |
3,392
-65,963
| -95% | -$2.02M | 0.02% | 212 |
|
|
2021
Q2 | $2.13M | Sell |
69,355
-6,933
| -9% | -$212K | 0.41% | 65 |
|
|
2021
Q1 | $2.34M | Sell |
76,288
-410,134
| -84% | -$12.6M | 0.49% | 54 |
|
|
2020
Q4 | $14.9M | Buy |
+486,422
| New | +$14.9M | 3.11% | 5 |
|