EFG
Erickson Financial Group’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,179
| Closed | -$230K | – | 25 |
|
|
2022
Q3 | $230K | Sell |
8,179
-280
| -3% | -$7.87K | 0.26% | 23 |
|
|
2022
Q2 | $249K | Sell |
8,459
-10,049
| -54% | -$296K | 0.27% | 22 |
|
|
2022
Q1 | $561K | Sell |
18,508
-1,053
| -5% | -$31.9K | 0.5% | 18 |
|
|
2021
Q4 | $627K | Buy |
+19,561
| New | +$627K | 0.54% | 17 |
|