Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-39,934
| Closed | -$1.87M | – | 156 |
|
|
2020
Q2 | $1.87M | Buy |
39,934
+176
| +0.4% | +$8.26K | 0.28% | 61 |
|
|
2020
Q1 | $1.88M | Buy |
+39,758
| New | +$1.88M | 0.33% | 55 |
|
|
2019
Q4 | – | Sell |
-75,637
| Closed | -$3.1M | – | 164 |
|
|
2019
Q3 | $3.1M | Sell |
75,637
-18,845
| -20% | -$773K | 0.47% | 50 |
|
|
2019
Q2 | $3.61M | Buy |
+94,482
| New | +$3.61M | 0.51% | 52 |
|