Financial Life 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,998
| Closed | -$218K | – | 56 |
|
|
2024
Q2 | $218K | Sell |
7,998
-9,764
| -55% | -$266K | 0.09% | 54 |
|
|
2024
Q1 | $496K | Sell |
17,762
-38,361
| -68% | -$1.07M | 0.21% | 34 |
|
|
2023
Q4 | $1.63M | Sell |
56,123
-149,118
| -73% | -$4.33M | 0.7% | 24 |
|
|
2023
Q3 | $5.37M | Buy |
205,241
+10,652
| +5% | +$279K | 2.31% | 14 |
|
|
2023
Q2 | $5.82M | Sell |
194,589
-62,262
| -24% | -$1.86M | 2.43% | 13 |
|
|
2023
Q1 | $7.93M | Sell |
256,851
-3,439
| -1% | -$106K | 3.41% | 8 |
|
|
2022
Q4 | $7.56M | Buy |
260,290
+214,258
| +465% | +$6.22M | 3.49% | 7 |
|
|
2022
Q3 | $1.36M | Buy |
+46,032
| New | +$1.36M | 0.68% | 23 |
|