Hedeker Wealth’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 |
-305,738
| Closed | -$8.89M | – | 90 |
|
|
2024
Q3 | $8.89M | Buy |
305,738
+17,162
| +6% | +$499K | 2.36% | 11 |
|
|
2024
Q2 | $7.86M | Buy |
288,576
+125,739
| +77% | +$3.42M | 2.28% | 13 |
|
|
2024
Q1 | $4.55M | Buy |
162,837
+5,619
| +4% | +$157K | 1.31% | 28 |
|
|
2023
Q4 | $4.56M | Sell |
157,218
-92,340
| -37% | -$2.68M | 1.44% | 24 |
|
|
2023
Q3 | $6.53M | Buy |
249,558
+9,731
| +4% | +$254K | 2.27% | 12 |
|
|
2023
Q2 | $7.17M | Buy |
239,827
+108,116
| +82% | +$3.23M | 2.39% | 7 |
|
|
2023
Q1 | $4.07M | Buy |
131,711
+94,081
| +250% | +$2.91M | 1.45% | 22 |
|
|
2022
Q4 | $1.09M | Buy |
37,630
+13,086
| +53% | +$380K | 0.41% | 78 |
|
|
2022
Q3 | $727K | Buy |
+24,544
| New | +$727K | 0.28% | 78 |
|