Eldridge Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,600
| Closed | -$437K | – | 151 |
|
|
2023
Q2 | $437K | Sell |
14,600
-6,900
| -32% | -$207K | 0.14% | 89 |
|
|
2023
Q1 | $664K | Buy |
+21,500
| New | +$664K | 0.23% | 72 |
|
|
2022
Q1 | – | Sell |
-13,750
| Closed | -$580K | – | 135 |
|
|
2021
Q4 | $580K | Buy |
+13,750
| New | +$580K | 0.19% | 68 |
|
|
2021
Q2 | – | Sell |
-12,000
| Closed | -$468K | – | 118 |
|
|
2021
Q1 | $468K | Buy |
12,000
+6,000
| +100% | +$234K | 0.18% | 72 |
|
|
2020
Q4 | $271K | Buy |
+6,000
| New | +$271K | 0.11% | 90 |
|
|
2020
Q1 | – | Sell |
-36,169
| Closed | -$1.41M | – | 98 |
|
|
2019
Q4 | $1.41M | Buy |
+36,169
| New | +$1.41M | 0.69% | 27 |
|