HB Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,929
| Closed | -$201K | – | 1086 |
|
|
2024
Q3 | $201K | Sell |
6,929
-3,429
| -33% | -$99.7K | ﹤0.01% | 885 |
|
|
2024
Q2 | $282K | Hold |
10,358
| – | – | ﹤0.01% | 730 |
|
|
2024
Q1 | $289K | Hold |
10,358
| – | – | ﹤0.01% | 669 |
|
|
2023
Q4 | $301K | Buy |
+10,358
| New | +$301K | ﹤0.01% | 611 |
|
|
2022
Q2 | – | Sell |
-5,554
| Closed | -$210K | – | 617 |
|
|
2022
Q1 | $210K | Buy |
+5,554
| New | +$210K | ﹤0.01% | 554 |
|