Greystone Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-141,853
| Closed | -$4.69M | – | 83 |
|
|
2022
Q2 | $4.69M | Sell |
141,853
-37,432
| -21% | -$1.24M | 1.46% | 36 |
|
|
2022
Q1 | $6.78M | Buy |
179,285
+60,757
| +51% | +$2.3M | 1.71% | 36 |
|
|
2021
Q4 | $5M | Buy |
118,528
+2,256
| +2% | +$95.1K | 1.2% | 39 |
|
|
2021
Q3 | $4.8M | Sell |
116,272
-2,652
| -2% | -$110K | 1.43% | 41 |
|
|
2021
Q2 | $4.91M | Sell |
118,924
-1,046
| -0.9% | -$43.2K | 1.22% | 40 |
|
|
2021
Q1 | $4.73M | Sell |
119,970
-27,146
| -18% | -$1.07M | 1.19% | 42 |
|
|
2020
Q4 | $6.27M | Buy |
+147,116
| New | +$6.27M | 1.71% | 27 |
|