HC Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $38K | Hold |
1,283
| – | – | 0.03% | 142 |
|
|
2022
Q1 | $39K | Hold |
1,283
| – | – | 0.02% | 148 |
|
|
2021
Q4 | $41K | Buy |
1,283
+73
| +6% | +$2.33K | 0.02% | 152 |
|
|
2021
Q3 | $39K | Sell |
1,210
-750
| -38% | -$24.2K | 0.02% | 142 |
|
|
2021
Q2 | $63K | Sell |
1,960
-1,123
| -36% | -$36.1K | 0.04% | 123 |
|
|
2021
Q1 | $99K | Sell |
3,083
-1,040
| -25% | -$33.4K | 0.06% | 100 |
|
|
2020
Q4 | $136K | Sell |
4,123
-5,970
| -59% | -$197K | 0.09% | 90 |
|
|
2020
Q3 | $335K | Sell |
10,093
-3,690
| -27% | -$122K | 0.24% | 66 |
|
|
2020
Q2 | $458K | Buy |
13,783
+1,575
| +13% | +$52.3K | 0.36% | 62 |
|
|
2020
Q1 | $404K | Sell |
12,208
-8,388
| -41% | -$278K | 0.36% | 62 |
|
|
2019
Q4 | $637K | Buy |
20,596
+3,828
| +23% | +$118K | 0.5% | 59 |
|
|
2019
Q3 | $524K | Buy |
+16,768
| New | +$524K | 0.45% | 60 |
|