Golden State Equity Partners’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | -$2 | – | 815 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 814 |
|
|
2021
Q3 | – | Sell |
-106,176
| Closed | -$3.44M | – | 271 |
|
|
2021
Q2 | $3.44M | Buy |
106,176
+40,377
| +61% | +$1.31M | 1.33% | 18 |
|
|
2021
Q1 | $2.11M | Buy |
65,799
+25,007
| +61% | +$802K | 1.2% | 23 |
|
|
2020
Q4 | $1.35M | Buy |
+40,792
| New | +$1.35M | 0.93% | 35 |
|