Financial Architects (New Jersey)’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,936
| Closed | -$213K | – | 345 |
|
|
2020
Q4 | $213K | Sell |
6,936
-358
| -5% | -$11K | 0.04% | 287 |
|
|
2020
Q3 | $224K | Hold |
7,294
| – | – | 0.05% | 246 |
|
|
2020
Q2 | $224K | Buy |
7,294
+1,387
| +23% | +$42.6K | 0.05% | 226 |
|
|
2020
Q1 | $181K | Buy |
5,907
+1,493
| +34% | +$45.7K | 0.05% | 227 |
|
|
2019
Q4 | $132K | Buy |
4,414
+2,919
| +195% | +$87.3K | 0.03% | 294 |
|
|
2019
Q3 | $45K | Buy |
+1,495
| New | +$45K | 0.01% | 454 |
|