Fortis Group 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
Q1 | – | Sell |
-236,563
| Closed | -$7.31M | – | 532 |
|
|
2023
Q4 | $7.31M | Hold |
236,563
| – | – | 1.81% | 11 |
|
|
2023
Q3 | $7.31M | Buy |
236,563
+54,892
| +30% | +$1.7M | 2.24% | 10 |
|
|
2023
Q2 | $5.43M | Sell |
181,671
-84,287
| -32% | -$2.52M | 1.44% | 20 |
|
|
2023
Q1 | $8.23M | Buy |
+265,958
| New | +$8.23M | 2.48% | 10 |
|
|
2020
Q3 | $650K | Buy |
+13,908
| New | +$650K | 0.13% | 85 |
|