Heirloom Wealth Management’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
$446K Sell
15,023
-278
-2% -$8.25K 0.37% 26
2022
Q1
$453K Sell
15,301
-3,490
-19% -$103K 0.31% 24
2021
Q4
$594K Buy
+18,791
New +$594K 0.51% 23