FIM
FWL Investment Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,771
| Closed | -$284K | – | 281 |
|
|
2023
Q4 | $284K | Sell |
9,771
-730
| -7% | -$21.2K | 0.17% | 43 |
|
|
2023
Q3 | $302K | Sell |
10,501
-606
| -5% | -$17.4K | 0.2% | 41 |
|
|
2023
Q2 | $320K | Sell |
11,107
-869
| -7% | -$25K | 0.22% | 45 |
|
|
2023
Q1 | $350K | Buy |
11,976
+10,549
| +739% | +$308K | 0.26% | 37 |
|
|
2022
Q4 | $41.2K | Buy |
1,427
+434
| +44% | +$12.5K | 0.03% | 96 |
|
|
2022
Q3 | $29K | Buy |
+993
| New | +$29K | 0.03% | 44 |
|