FVWA
Foster Victor 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 | $5.62M | Sell |
214,338
-83,631
| -28% | -$2.19M | 0.38% | 91 |
|
|
2025
Q1 | $7.78M | Buy |
297,969
+2,364
| +0.8% | +$61.7K | 0.63% | 71 |
|
|
2024
Q4 | $7.72M | Buy |
295,605
+13,683
| +5% | +$357K | 0.59% | 70 |
|
|
2024
Q3 | $7.91M | Sell |
281,922
-782
| -0.3% | -$21.9K | 0.63% | 69 |
|
|
2024
Q2 | $7.88M | Buy |
282,704
+2,210
| +0.8% | +$61.6K | 0.66% | 60 |
|
|
2024
Q1 | $7.46M | Buy |
280,494
+75,870
| +37% | +$2.02M | 0.68% | 62 |
|
|
2023
Q4 | $5.84M | Buy |
204,624
+11,532
| +6% | +$329K | 0.6% | 62 |
|
|
2023
Q3 | $4.85M | Buy |
193,092
+10,595
| +6% | +$266K | 0.56% | 63 |
|
|
2023
Q2 | $5.36M | Sell |
182,497
-8,059
| -4% | -$237K | 0.6% | 57 |
|
|
2023
Q1 | $5.93M | Buy |
190,556
+1,912
| +1% | +$59.5K | 0.72% | 56 |
|
|
2022
Q4 | $5.76M | Buy |
+188,644
| New | +$5.76M | 0.73% | 54 |
|