HC Financial Advisors’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $38K | Hold |
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|
2022
Q1 | $39K | Hold |
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|
2021
Q4 | $41K | Buy |
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|
2021
Q3 | $39K | Sell |
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|
2021
Q2 | $63K | Sell |
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|
2021
Q1 | $99K | Sell |
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|
2020
Q4 | $136K | Sell |
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|
2020
Q3 | $335K | Sell |
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|
2020
Q2 | $458K | Buy |
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|
2020
Q1 | $404K | Sell |
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|
2019
Q4 | $637K | Buy |
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|
2019
Q3 | $524K | Buy |
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