Founders Financial Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,656
| Closed | -$251K | – | 337 |
|
|
2022
Q4 | $251K | Sell |
8,656
-1,329
| -13% | -$38.6K | 0.04% | 279 |
|
|
2022
Q3 | $296K | Buy |
9,985
+947
| +10% | +$28.1K | 0.05% | 231 |
|
|
2022
Q2 | $299K | Sell |
9,038
-1,687
| -16% | -$55.8K | 0.06% | 196 |
|
|
2022
Q1 | $406K | Buy |
10,725
+2,663
| +33% | +$101K | 0.07% | 191 |
|
|
2021
Q4 | $340K | Buy |
+8,062
| New | +$340K | 0.06% | 203 |
|
|
2018
Q4 | – | Sell |
-68,710
| Closed | -$2.32M | – | 116 |
|
|
2018
Q3 | $2.32M | Buy |
68,710
+12,740
| +23% | +$431K | 0.65% | 30 |
|
|
2018
Q2 | $1.96M | Buy |
+55,970
| New | +$1.96M | 0.6% | 29 |
|