EverSource Wealth Advisors’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
Q2 | $10.3K | Hold |
389
| – | – | ﹤0.01% | 2774 |
|
|
2025
Q1 | $10.6K | Sell |
389
-537
| -58% | -$14.6K | ﹤0.01% | 2079 |
|
|
2024
Q4 | $24.2K | Buy |
926
+95
| +11% | +$2.49K | ﹤0.01% | 1524 |
|
|
2024
Q3 | $24.2K | Buy |
831
+4
| +0.5% | +$116 | ﹤0.01% | 1395 |
|
|
2024
Q2 | $23.2K | Buy |
827
+7
| +0.9% | +$197 | ﹤0.01% | 1431 |
|
|
2024
Q1 | $21.5K | Buy |
820
+110
| +15% | +$2.88K | ﹤0.01% | 1327 |
|
|
2023
Q4 | $20.6K | Buy |
710
+8
| +1% | +$232 | ﹤0.01% | 1220 |
|
|
2023
Q3 | $18.4K | Buy |
702
+6
| +0.9% | +$157 | ﹤0.01% | 1159 |
|
|
2023
Q2 | $20.8K | Sell |
696
-1,006
| -59% | -$30.1K | ﹤0.01% | 1141 |
|
|
2023
Q1 | $52.5K | Buy |
1,702
+344
| +25% | +$10.6K | 0.01% | 782 |
|
|
2022
Q4 | $39.4K | Buy |
+1,358
| New | +$39.4K | 0.01% | 847 |
|